1. Click on "Operations" on the top center menu, and select "Work Orders" from the sub-menu. Click on the Work Order number to go to the Work Order details panel
2. Click on the "Receivables" tab and select "Generate Invoices" tab. You will see your Client name and you can expand the row by clicking on the dropdown arrow icons to the right. Click on the green button "Generate Invoice" on the Work Order row to generate one Invoice at a time.
Note: If there are multiple Trips in the Work Order and you want to generate one Invoice for all the Trips, you can click on the green button "Generate Invoice" for the Client name row on the top. This will direct you to the batch invoicing page
3. All the information in the Invoice will auto populate. You should enter a description and if you want to add a new Line Item, you should click on the blue button "+ Add Line Item". After the Invoice is created you can click on the blue button on top right corner to "Save and Send" or click on the three dots (aka more) to view more options.
