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Invoicing a Work Order from the MWO

Sidekick (Partner)
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Hello everyone,

 

Does anyone know if it is possible to invoice a maintenance intervention from the MWO?

 

Best regards

Best answer by ajnsse

There are no possibilities to directly invoice from MWO on task completion. I would imagine that you still would like the process of someone with the commercial  responsibility to go through the invoice preview and review before sending the invoice. 

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4 replies

Sidekick (Partner)
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Hi @Alexander Heinze

 

Do you have any ideas about this, please?

Best regards

Hero (Employee)
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  • ajnsse
  • Hero (Employee)
  • May 29, 2024

Hi @chayma.lajnef  can you detail a bit more on what you are trying to setup here? Invoicing the customer directly from MWO at completion of work? Some details would help.

Sidekick (Partner)
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Hi @ajnsse Yes, we want the technician to be able to invoice the work order they are assigned to from the MWO upon completing their task.

 

Hero (Employee)
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  • ajnsse
  • Hero (Employee)
  • Answer
  • May 30, 2024

There are no possibilities to directly invoice from MWO on task completion. I would imagine that you still would like the process of someone with the commercial  responsibility to go through the invoice preview and review before sending the invoice. 

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