1. Click '+New Invoice'
There are a number of different places that you can select to add a new invoice from. In order to invoice a workshop job, you will need to generate the invoice from the job card (option 'C', below).
A. From Invoices
B. From the dash board
2. Enter Contact information
Look up the contact from the super-search box and either select one in the system, or create a new contact.
If you have linked from a Contact's fast menu, the contact information will be pre-populated already for you.
3. Enter Invoice references
Add in an invoice reference if you want and confirm both invoice date (today will be displayed initially) and due dates.
5. Hit Save
Hit the Save button, and the draft invoice will be created, and CarVue will automatically issue an invoice number (which is then locked to this record).
At this stage, you can change any of the contact information, and you will also notice a new drop down for 'Options' appears where you can choose to View Draft, Delete or Convert to Invoice.
6. Add Products
Search for products already in CarVue or add a new product from the super-search box.
Click Add to add the product to the draft invoice.
Then hit Save
And that's it! You've added your draft invoice to CarVue.
To learn how to convert a draft to an invoice, click here...
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