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Work Orders - completed with no Invoice created
Work Orders - completed with no Invoice created

You complete a Work Order and it's not creating an invoice

Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago


There are two scenarios when you complete a Work Order and it doesn't create an invoice.

Key Points

  • [ ] No charge (Callback) is checked on the Work Order

  • The Billing Frequency is different from the Scheduled Frequency

Make sure the check box for [ ] No charge (Callback) is clear on the Work Order. Callbacks do not generate an invoice. 

If the check box is clear it's probably that the Billing Frequency is split from the Service Frequency. For example, it is generating an invoice every month rather than when the Work Order is completed. To fix this:

  1. Open the customer's account page

  2. Click the Service Location tab

  3. Click the Work Order tab and find the Work Order

  4. Click Edit Series just above and to the right of the Work Order line

  5. Update the Billing Frequency to For Every Work Order

  6. Click Update Series

  7. Create a new invoice for the Work Order in question, (separately) as the system won't recreate it automatically

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