Creating an Invoice from a Work Order

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Erol Ogunc
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  1. Be sure to follow the steps from the Adding Labor training guide 
  2. Make sure that the Work Order status closed
  3. Check or update the WO so it is tied to a Tenant Contact  and the Tenant is Billable in their settings within their Company Profile in "My Companies" (you may need to update this)
  4. "Bill To" is toggled on within the charge you added (as seen in the Adding Labor training guide).
  5. Go to the Work Order Grid view, highlight your Work Orders and select "Create Invoice"
  6. Then on the drop down the right-hand side, select "Download" or "Publish Invoice to Files" (Prism's My Files module)

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