Invoice Vehicles’ Tasks, Timesheets and Expenses

If you’re creating Vehicle Tasks, recording Timesheets and Expenses, once you finish work on the vehicle, you can Invoice it in one go.

1. On the Vehicle Overview Screen, click Invoice Vehicle button.
   
2. Select how Invoice items/lines should get created:

   – task per item – task and all timesheets assigned will take 1 line on the invoice. Total logged time will be added as adescription.
   

   – All timesheets individually – every timesheet recorded for a particular task will take 1 line on the invoice. Additional details like start/end time and logged time will be added as a description.
   

   

3. Click ‘See tasks that will be billed on this invoice’ to open a list of Tasks.
   By default, all completed billable tasks will be checked and added to the invoice.
   You can check/uncheck the tasks as required. Only checked tasks will be included on the invoice.
   
4. Click ‘See expenses that will be billed on this invoice’ to open a list of all Expenses.
   By default, all expenses that were not invoiced will be checked and added to the invoice.
   You can check/uncheck the expenses as required. Only checked expenses will be included on the invoice.
   Optionally, you can include additional information like expense note and name as an invoice item/line description.
   
5. Click Invoice Vehicle button.
6. Ensure that all invoice details are correct, and click:
   – Save to save a new invoice
   – Save & Send – to save a new invoice and send it to Customer
   – Save as Draft – to save new invoice with Draft status