1. Click on Billing
2. Click on Work orders review
3. Select the date for review
4. Select the route to review from the drop down
5. From here you can edit / add disposal tickets
6. Add as needed
7. You can individually mark 'Ready for invoice'
8. Or select all, and mark as Ready for invoice
9. These work orders will now automatically capture the next invoice you create for that customer
Manual Invoice FAQs:
"Can I manually invoice any service?" :
No. At this time, the only services that can be manually invoiced are On Request. Recurring services will automatically be captured in your recurring invoicing.
"I accidentally marked a Work Order as Ready for Invoice. How can I fix this?"
As long as the Work Order is for an On Request service, the WO can be set back to Not Ready. Select the 3 dots to the right of the work order and toggle off the Ready For Invoice.
"I have a Parent account with multiple locations, how do I manually invoice for each location only?"
