1. Click on "Accounting" in the top menu
2. Click "Receivables (Beta)" from the sub-menu
3. Click on Generate Invoices tab
4. You should be able to see a list of all your Clients that have Completed Work Orders. Click on the Client row to see all their Sites.
*Note: If you are seeing any Client's name in this list it means there are some Completed Trips and waiting for Invoices to be generated. This new feature will only show Completed Trips/Work Orders in this list to Generate Client Invoices.
This list is “nested” and follows this hierarchy:
Clients → Sites → Work Orders → Trips
5. Click on the Site row to expand further to see all Work Orders under this Site waiting for Client Invoices to be generated.
6. Click on any Work Order row to further expand and view all the Trips waiting for Invoices to be generated.
7. Click "GENERATE INVOICE", you can also click on "Generate Invoice" at Client, Site, or Work Order level too.
8. Click "ADD LINE ITEM" to add new line items
9. Select a Trip and to remove any Line Item you can click on the cross "x" icon in top right corner
10. All the CTA "Call To Action" buttons will be available in top right corner. You can click on the three dots to select other Statuses
11. Click on the three dots again to minimize other Status dropdown options
12. Click "SAVE AND SEND" to send the Invoice to your Client
13. You should see a pop-up to confirm and click "SEND"
14. You should see a success modal pop-up confirming that the Invoice is created and sent to your Client
