Summary
For one-time Work Orders, create an Invoice today for a future service, or invoice at a later date.
Key Points
Update the Billing Frequency on the Billing tab
Update the Service Frequency on the Schedule tab
Invoice Today
For a scenario where you have a service coming up but the customer wants to be invoiced today, follow these steps:
On the Billing tab
Find the work order in the Work Order tab and click Edit Series
Change the Billing Frequency to One Time
Change the invoice date to today
On the Schedule tab
Change the following:
Frequency: Daily
Every: 1 working day(s)
Ends after: Fixed Number 1 occurrences
Click Update Series
Invoice Later
For a scenario where you service today, but the customer wants an invoice later:
On the Billing tab
Find the work order in the Work Order tab and click Edit Series
Change the Billing Frequency to One Time
Change the invoice date to the day you want to send the invoice
On the Schedule tab
Change the following:
Frequency: Daily
Every: 1 working day(s)
Ends after: Fixed Number 1 occurrences
Click Update Series