Receive a Work Order Invoice

Learn what to do once your contractor sends you an invoice for work you've requested

Updated on July 11th, 2024

Table of Contents

Create Bill

Once your contractor has sent you an invoice for the work done, it's time to create a bill so you can pay them for the completed work, or part thereof (e.g. a deposit).

Click Create Bill.

 

Creating a bill before your work order has been approved?

If you want to create a bill before your work order has been approved, you have two options:

Create bill and approve work order

Click Approve & Create Bill to create a bill and approve the work order at the same time.

 
 

Create bill and leave work order in progress

Click the (three dots icon) next to the Approve & Create Bill button and click Create Bill to create a bill and leave the work order in its current status, so you can approve it at a later stage.

 
 
 
 

You'll then have to make a choice as to what you want to appear on your bill:

Option Description
Create Bill for items ordered that have not been billed yet

This will create a bill and include only the line items on the work order which haven't already had a bill created for them.

If this is the first bill you're creating for a work order, this option and Create Bill for all items ordered will act in the same way.

 
Create Bill for all items ordered This will create a bill and include all line items on the work order, regardless of whether they've been billed or not. You may need to enter your quantities on the bill for these items.
Create Bill with no line items A bill will be created with no line items. You can manually add the work order items if necessary.
 

 

What to do next

Continue to Create a Bill.