How to Create an Invoice (Web)

Upon completing a work order, you will be prompted to invoice. If you have yet to update your Work Order status to 'Complete', you will have to do so before invoicing becomes available. Please see the following article for "How Do I Update my Work Order".

To learn how to invoice through the Ecotrak website, please see the attached "Ecotrak - Work Order Process - Web" guide for a step by step walkthrough on how to process work orders on the website.

To learn how to invoice through the Ecotrak mobile app, Please see the attached "Ecotrak - Work Order Process - Mobile" guide for a step by step walkthrough on how to process work orders on the mobile app.

 

Alternatively, if you are looking to invoice on an already completed work order, you will want to navigate to the 'Manage Invoice' section of Ecotrak (as seen in the screenshot below).

Screen_Shot_2019-12-06_at_9.48.25_AM.png

From the 'Manage Invoice' screen, you will want to navigate to the 'Status' drop down filter and check the 'Awaiting Invoice' box. After which, click the green search button to the right (as seen in the screenshot below).

Screen_Shot_2019-12-06_at_9.55.01_AM.png

After clicking the search button, your screen should refresh with all of the invoices currently awaiting creation. To create an invoice, simply navigate to the 'Action' column and use the 'Create Invoice' action button to start the invoice process (as seen in the screenshot below).

Screen_Shot_2019-12-06_at_10.03.17_AM.png

*If you need to mark an invoice as "Invoice Not Required", you navigate to the work order details page and you will see the option to select the red quick action icon "Invoice Not Required". (as seen in the screenshot below). 

Screen_Shot_2021-11-12_at_1.52.22_PM.png

 

 

If you continue to have issues locating your invoices, please reference the following article: Where is my Invoice?

 

Please see attached guides for more information

 

 

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