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Invoicing a Work Order from the MWO

  • May 27, 2024
  • 4 replies
  • 60 views
C
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. 

4 replies

C
Sidekick (Partner)
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  • chayma.lajnef
  • Author
  • Sidekick (Partner)
  • May 29, 2024

Hi @Alexander Heinze

 

Do you have any ideas about this, please?

Best regards

A
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.

C
Sidekick (Partner)
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  • chayma.lajnef
  • Author
  • Sidekick (Partner)
  • May 29, 2024

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.

 

A
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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