This article guides you through the process of generating invoices from closed work orders in Prism. You'll learn the essential prerequisites and steps required to convert your maintenance activities into proper billing documents that can be downloaded or stored within the system.
Before attempting to create an invoice, you'll need to ensure your work order includes billable labor or materials, has been marked as closed, and is associated to a billable company. Once these conditions are met, you can easily generate professional invoices directly from the Work Order Grid view.
Permissions Required
- Can Manage Accounting
How to invoice a Work Order
- Be sure to refer to the Adding Labor and Adding Material articles to ensure that your Work Order has billable labor and/or material entries.
- Make sure that the Work Order status closed
- 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)
- "Bill To" is toggled on within the charge you added (as seen in the Adding Labor training guide).
- Go to the Work Order Grid view, highlight your Work Orders and select "Create Invoice"
- Then on the drop down the right-hand side, select "Download" or "Publish Invoice to Files" (Prism's My Files module)