Within an Estimate or Repair Order, click on the Actions Menu (...).
Select "Change to Invoice".
Please Note: Tickets can only be changed to an invoice if there are no errors.
Select "Charge Account" as the Payment Method.
Select the appropriate charge account under "Shared Charge Accounts" or "Individual Charge Accounts".
Once a charge account has been selected, click "Add Charge Account".
Enter the amount that is being allocated to the charge account.
To apply a credit balance to the ticket (as desired), select the appropriate check box.
Click "Process Charge Accounts" to finish notating the payment.
Click "Complete Invoice".
Please Note: Balance Remaining must equal $0.00 before completing the Invoice.
Click "Yes" to confirm/finish invoicing.
