Ensure your work order type is set as Per Event
1. At the top of your work order list view, click on "Weather Events" and then click on the "Trips Need Review" button to filter your list view.
2. From this view you will need to assign a Weather Works Storm ID to each work order/trip. Please note you can use the filters at the top to sort the feed by client, site, custom work order status and more.
Once you have completed assigning the Weather Works Storm ID, you will click the blue button that says "Assign Weather Events and Continue"
3. Subsequently, you will have the capability to generate receivable and payable invoices in bulk. You may once again filter by clients for whom these invoices need to be generated. After selecting the events for which you wish to generate invoices, simply click the blue button labeled "Generate X Invoices"
Please note: For receivable invoices they will generate in a draft status. Both invoice types will be available to edit.
Below is an example of a receivable invoice in draft status. In order to review and make edits click the pencil icon.
After clicking the pencil icon, you will be brought to this screen where you can make edits as necessary.
- Please note, when you click "Mark Invoice Sent" this will trigger the sync to QBO.
- Please note, when you click "Save & Exit" the sync will not occur.
Upon assigning a storm to a trip – the Weather Works story is automatically pulled into the trip description as seen below.
The below image is an example of the document provided by Weather Works. This document is automatically attached to your invoice upon sending.
Please note the Weather Works Storm description will automatically be added to the "Description of Work" section on your receivable invoice.
