Sales
To assign an invoice to a related work order
You can assign sales invoices to work orders or workflows so that you can determine and distribute the incomes related to each workflow/ work order by the end of each work order.
- Select “Sales” from the navigation menu.
- Click “Manage Invoices”.
- Select the invoice you wish to assign a work order to.
- Click the button “More Options”.
- Click “Assign Work Order” using the drop-down menu.
- Select the work order using the drop-down menu.
- For more information on adding a work order, please refer to the tutorial “Adding a Work Order“.
- Click “Save“.