AroFlo Field allows you to create and send invoices for jobs directly from your cell phone or tablet:
- Final Invoices - Final Invoices can only be raised on completed tasks
- Part Invoices - Part Invoices can only be raised on tasks that are still in progress.
Enable Field Invoicing
Only users in the Management permission group can invoice in AroFlo Field. To enable invoicing for other permission groups, please see Invoice Settings.
Is the job at hand finalized, or is it still in progress, and you're taking a deposit?
Create a Final Invoice
Create a Final Invoice from a task and use the quick add options to add items to your invoice:
Are you about to complete the task and raise an invoice?
On the task you're working on, finalize what you need to and mark the task as completed and Save. See more.
Continue with the below instructions.
Find the completed task from your Task List:
- Tap Menu (top left corner) and select Tasks.
- Tap the (Filter By) button and select Closed.
Filter By versus Search
- Select the relevant Completed task from the list.
Completed versus Invoiced
Tasks that have already been invoiced will display Invoiced within a label.
Opening an Invoiced task will automatically bring up the task invoice.
- Confirm all costs have been recorded on the job.
Add job costs
To add or edit labor, materials, or expenses, scroll down and tap Re-activate Task.
Continue with the below instructions.
Invoice status Once you've sent the invoice to your customer, you can either change the status to Pending Approval or Approved, depending on your workflow. Doing so will mean the task will no longer be visible in your Completed Task list. |
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Final Invoice already created?
If you land on a task using another method (e.g. by tapping a link back to a task) and a final invoice already exists for the task, the Create Invoice button will be replaced by a View Invoice button so you can open the final invoice. | |
Create a Part Invoice
Part invoices are used at the start of a job for deposits or during the course of a job to invoice the client for part of the work undertaken. To create a part invoice for an open task:
Alternatively, to raise a part invoice without first viewing the invoice list, use the task shortcuts button > Create Part Invoice. |
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