Step 1: Begin by adding line items to your invoice.
Step 2: After adding the items, hit the Save button.
Step 3: Switch to the work order by clicking the Tool icon.
Step 4: If there's an update on your invoice, you'll notice the red Invoice Changes button at the top right of the work order.
Step 5: Click on the Invoice Changes button and select the items you want to import. Note that some items might not be importable.
Step 6: Click Import. The selected items will move to the work order. Remember, if a labor item is marked as complete, it won't be added to the work order. This is why the wood items weren't added, but the tile items were, as the tile service isn't completed.
And that's it! You've successfully imported items from an invoice to a work order.
What Else to Know About Invoice–Work Order Syncing
Imports only go from invoice to work order (one-way). If you edit an invoice, remember to sync those edits back to the work order using the red Invoice Changes button.
Every item—whether labor or material—must have a name for seamless operations.
Keeping your data tidy prevents headaches at job close-out, during audits, and when managing payments.
As long as you always name each item before importing changes, your work orders, invoices, and payments will stay in sync and error-free.