Service Invoices

• Generating the invoice
• The service invoice
• Collecting payment
• The service invoices list
• Cancelling a service invoice

A service invoice bills the customer for the parts and labour on a job card. Each invoice gets a number such as SINV-000001.

Generating the invoice

When the work is done:

1. Make sure the Parts & Labour tab is complete and saved.
2. Open the job card's Invoice tab.
3. Check the Invoice date and add a Note on invoice if needed.
4. If the customer is paying now, fill in Payment now (optional): Amount received, Payment date, Method and Note.
5. Click Generate invoice.

In one step, MotoDesk:

• creates the invoice,
• takes the parts used out of stock, and
• records the payment, if you entered one.

You can then move the job to Delivered.

Rules:

• Only open jobs can be invoiced, and a job can have only one invoice.
• Add the parts and labour used first.

The service invoice

The invoice page shows the lines and Totals: Parts, Labour, Discounts, Taxable value, Tax, Grand total, Paid and Balance due. Click Print for the PDF:

Collecting payment

Click Record payment on the invoice to take a payment. You can also take payments from Outstanding Dues. See Recording Payments.

The service invoices list

Workshop › Service Invoices lists every workshop bill. Filter by Payment status, by Status (Issued or Cancelled) and by date.

Cancelling a service invoice

If an invoice was wrong:

1. Reverse any payments on it (see Receipts & Reversals).
2. If the job was delivered, reopen it (move it back to Work in progress).
3. Open the invoice, click Cancel invoice, enter a Reason (at least 5 characters) and confirm.

The parts go back into stock, and the job can be corrected and billed again.

Who can use it: Create invoices to generate or cancel (Service Advisor, Super Admin); Record payments to take payments (Accountant / Cashier, Super Admin).