How to do a Workshop Invoice Repair Order (Vehicle) – Autosoft Pty Ltd

The purpose of this document is to learn how to do an Invoice Repair Order correctly in your Autosoft system.

This guide has been broken up into 8 Steps you can follow as applicable.

1. Find the Booking/RO Job you need to finish or Start Creating the Invoice/RO from Scratch

Go to Workshop - Job Centre OR Recall Invoice, find and select the job you want t finish

Go to Workshop- Invoice /Repair Order – Invoice/Repair Order ( Vehicle)
Select the Existing Rego or Add New Vehicle and enter the Customer and Rego Details.
Change the Type to Invoice

2. Add/Check the mechanic hours

Highlight the Labour Line in the Jobs/Parts tab

Go to 6 Hours tab
Check the Mechanic Clock On/Clock off times OR Enter them manually;

Code - Mechanic that worked on the job
Date - When the job was done
Begin Time - time the job was started
End Time - time the job was finished
Hours - automatically added for you

If you want to use the Clock On/Clock off feature - see this guide http://service.autosoft.com.au/entries/22162440-How-to-Clock-On-and-Off-Jobs-In-Mechanic-Times-Entry

Go back to Job/Parts tab and you will see the the total hours reflected on the MechHrs Column

3. Check the Charge hours on the Labour

Change the Qty field- this reflects the total hours that need to be charged to the customer

4. To add or enter any other Labour

Go to Item field and F4 to search
Select labour from the Type
Find the labour line you want to use
Click OK or Enter on your keyboard

5. Add on any Parts

Go to Item field and F4 to search
Select Parts from the Type
Find the labour line you want to use
Click OK or Enter on your keyboard

6. Enter your Notes or Story on the Labour or Parts

Highlight the Labour line
Go to Notes tab
Type in your story either in

Invoice Item Notes field -these notes will appear underneath the labour line
Invoice Notes/Future Worked Required -notes will appear at the bottom of the invoice

7. Enter any additional Vehicle Details

Go to the details on the vehicle tab
VIN Number

Engine Number
Model Code

8. Print & Close OR Finalise the Invoice

Account Customer -click on Finalise

Note: this will print the invoice and will put it into the Debtor Master File as an outstanding amount.

Cash Customer- use the Print and Close Theory see the link to see how this is done http://service.autosoft.com.au/entries/21434385-How-to-use-the-print-and-close-theory-in-Autosoft

Click on Finalise and once the customer is happy to pay
POS will appear in front of you.
Enter in how they paid and click OK ( here is a link to our short cut keys http://service.autosoft.com.au/entries/21416984-How-to-Use-POS-Short-Cut-Keys-to-Process-a-Payment-Quickly-and-Easily )