Generating Bills
Automatic Bill Generation:
- Generated when job marked as PAID
- Contains:
* Job ID
* Date and time
* Customer name and phone
* Vehicle details
* Service performed
* Price breakdown
* Tax information
* Payment method
* Timestamp
Access Bill:
1. Go to completed job
2. If PAID status, "Download Bill" button visible
3. Click to download PDF
4. Or click "Print Bill" to print immediately
5. Share with customer via email if address configured
Bill Content:
- Organization name and details
- Customer information
- Service and pricing
- Payment confirmation
- Tax details
- Organization contact information
Printing & Sharing Bills
Print Option:
1. From job details, click "Download Bill" or "Print Bill"
2. PDF opens (or print dialog)
3. Print to physical printer
4. Provide to customer in person
Email Option:
1. If email configured in settings
2. Bill auto-sent to customer
3. Or manually email PDF to customer
Digital Delivery:
1. Customer can request digital copy
2. Download and send via email
3. Or provide link to customer portal (if available)
Bill Retention:
- All bills stored in system
- Accessible for reprint
- Searchable by date/customer/job