Creating Invoices

Once an Inbound or Work Order is completed, follow these steps to create and submit an invoice for payment in your next monthly statement. 

When completing inbounds or work orders, it's important to submit your invoice promptly, as the system provides a 7-day window for submission. A countdown timer will be displayed on the page, showing the remaining time available for invoice submission. Be sure to complete this final step within the allotted timeframe to ensure smooth processing of your payment.

If your invoice was not submitted within the allotted time or it's not associated to a work order, follow the steps on how to create a standalone invoice. 

Video Walkthrough

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Invoice for Work Orders/Inbounds  

After completing an inbound or work order, you'll notice a Submit Invoice button appear on the page. 

1. From the Work Order / Inbound page click Submit Invoice and enter your 6-Digit Security Pin. 

2. Name the invoice and select Add Line to choose the service performed.

3. Select one of the options under Product/Service:

• Other Fees - Special Projects - Per hour
• Receiving Fee - Per hour
• Inventory Prep Fee - Barcoding (each) 
• Other - Materials Used 
  
  

4. Add Qty, which is your Time Spent (Minutes) then click Submit Invoice. 

Standalone Invoice

To submit a standalone invoice, follow these steps: 

1. Navigate to Work Orders > All Invoices and select Add New Invoice. Or go directly to the Add Invoice Page

2. Enter your 6-Digit Security Pin. 

3. Create an Invoice Name and add a Reference ID or Notes so we know what the invoice is for.

4. Select Add Line to choose the service performed and add Time Spent (Minutes) under Qty.

5. Select Submit Invoice or Save as Draft to come back later.