10-26-2022 11:10 AM
Does anyone know if there's a way to create an invoice without a "job" and technician timesheet attached? Say if I just want to bill my customer for parts they asked us to order for them to install, we want to send them an invoice for the parts but don't need a technician timesheet to do that.
Or, if my technician is on site and gets pulled to check out another quick issue that isn't approved on the original job/PO - I'd like to be able to just create a 2nd invoice off that job...
10-26-2022 12:10 PM
For the 2nd scenario you can make the job a project and add an invoice from the project page.
10-26-2022 12:09 PM
If you have POS set up you can create an invoice on the customer page, you can only add materials though.