ShopController's quick invoice feature simplifies the billing process, making it possible to generate an invoice without the preliminary steps usually required in job setup.
Quick Invoice Creation
To initiate a quick invoice:
- Click on the designated button to open the quick invoice creation popup.
- This interface is streamlined and user-friendly, resembling the job page but with fewer requirements.
Attaching a Customer
While adding a customer to an invoice is optional, it can be done easily:
- Select the option to attach a customer to associate the invoice with their account.
- This step is not mandatory but can be useful for record-keeping and customer management.
Adding Line Items
The process of adding items to your invoice is straightforward:
- Click to add inventory parts or parts and labor directly from the quick invoice page.
- Each selection will create a line item on the invoice, which can be edited to reflect the specific details of the transaction.
Benefits of Quick Invoice
The quick invoice tool is designed for efficiency and speed:
- Ideal for busy times when you need to issue an invoice quickly.
- Perfect for simple transactions that do not require the full job setup process.
Finalizing the Invoice
Once your line items are added:
- Review the invoice for accuracy.
- You can then finalize and send it out immediately, streamlining the sale process.