How to create an 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 (see below).

From Invoices:

From a Job Card:

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.

Add in an invoice reference if you want and confirm both invoice date (today will be displayed initially) and due dates.

Before you can save the invoice, you need to add line items (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 invoice.

Hit the Save button, and the 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 or add additional items by selecting Options > Edit.

And that's it! You've added your draft invoice to CarVue.

To learn how to take payment against an invoice, see Taking payment against an invoice.

To learn how to email an invoice, see How to email an invoice to a contact.