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Work order to invoice

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    Work order to invoice

    How about some suggestions of converting a workorder to an invoice after the work is completed. For example: If a workorder is issued for say a computer repair and the work is completed the tech will fill in the details of work done. Then when the customer comes to pickup the computer, the front desk can lookup up the workorder and then press a button or something and convert the workorder to a printable invocie. I know this has been done looking for ideas.

    Rodney

    #2
    RE: Work order to invoice

    Rodney,

    What if you just made invoices that depending upon what report you printed, would either be a work order or an invoice. This way you could be working with only one set, and not two.

    For each line item you could have the fields "ordered" and "shipped". When a customer drops off the computer for repair, you enter one line items: Ordered: 1, Description: Repair Computer. Then, after the repair is made you can go back in and set the field "shipped" to 1, then add your charge. Now when you print; Ordered: 1 Shipped: 1.

    You could also have a memo field on the line item so that you can enter notes about what was done for the computer repair.

    How does that sound?

    Mike

    Might that approach work for you?
    Thank you,
    Mike Konoff

    Comment


      #3
      RE: Work order to invoice

      Mikes suggestion seems logical to me. You could track all of it simply off an invoice form, but add a few fields so you can make it a work order.

      Some things I would want are
      1. What was originally offered?
      2. What was actually delivered?
      3. What happened to the difference?

      I track this by having a contract field and a costcode field - all items are billed but if it is a contract item it won't print. Then I will have a line item "contract work as specified" for the contract work. I sometimes include a copy of the original proposal as a supporting document.

      My way I can add extras and charge for them.

      The costcode lets me group parts of the job seperately, such as Contract work, Software sold, Parts sold, Systems sold, Estimates given. My invoices show charges by costcode.

      The best part is I then get a jobcost. All billing includes my raw cost for that item, so I get expenses on one report, at the same time I get an invoice for the customer.

      Unfortunately my estimates are too complex to be created on an invoice form, as they are based on a number of budget issues. For example I track gross wages, but expenses such as employer taxes, insurance and benefits package have to be factored in also. These get figured as a percentage of gross under a job cost report. It all gets to be a shell game that is probably more than you need... but one important issue in business is to be able to pick where your profit comes from, as opposed to your sales and the work order-invoice combo is the core of this analysis.

      That ought to scare you back to something simple!

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