¶ View Invoices
When viewing invoices repairshop you are able to view and search for an invoice in one fo three different sections from the View Invoices page
- All: Displays all the invoices in the system created wether in awaiting payment status or marked as paid.
- Awaiting Payment: Is a filtered view of the Invocies that are only Awaiting Payment because they havent been marked as Paid.
- Paid: is a filtered view of the invoices that only have been marked as Paid.
¶ Viewing & Editing Invoices
This invoice section allows you to view and edit an details of the Invoice your ceated from the Estimate.
There are 3 types of invoices tht can be created, each has some information layout that is specific to the type of invoice that was created
- Excess invoice
- Complete Invoice - Insurer
- Complete Invoice - Individual
¶ Excess Invoice
- An Excess invoice contains the details of the vechile owner/ insurance policy holders details. You can print a copy, send a copy and process a receipt after accepting payment
- An Excess invoice layout is different to a complete invoice
- An Excess invoice is tracked differently from a complete invoice for finanaical reporting purposes.
Excess Invoices have the invoice number, Customer Name and Estimate which it was created from to name a few things.
It also has the Vehicle Owners vehicle details. Vehicle rego information.
The invoice description and Excess invoice amount can be found in in the charges section.
¶ Complete Invoice - Insurer
- A Complete invoice contains the details of the vechile owner/ insurance policy holders details. You can print a copy, send a copy and process a receipt after accepting payment
- A Complete invoice layout is different to a complete invoice - individual
- A Complete invoice is tracked differently from a complete invoice for finanaical reporting purposes.
Complete invoice has the Invoice Number, Insurer it is being billed to, estimate reference number from which it was created from and also the Excess Amount and Excess invoice reference number.
Vehicle Owner details including the vehicle Make and Model
In the section Estimate Reference you will be able to the see the estimate breakdown.
To see the RR, Repair, Paint and Materials or Labour hours brekadown. Click on the Expand action button.
¶ Complete Invoice - Individual
- A Complete invoice contains the details of the vechile owner/ insurance policy holders details. You can print a copy, send a copy and process a receipt after accepting payment
- A Complete invoice layout is different to a complete invoice - individual
- A Complete invoice is tracked differently from a complete invoice for finanaical reporting purposes.
Complete invoice - Indidivaul has the Invoice Number, individual it is being billed to, estimate reference number from which it was created from and also the Excess Amount and Excess invoice reference number.
Vehicle Owner details including the vehicle Make and Model
To see the RR, Repair, Paint and Materials or Labour hours brekadown. Click on the Expand action button.
