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Workshop Invoices and Parts Invoice Types Overview

The purpose of this guide is to explain the multiple options when it comes to Invoicing your System. 

There a few different options, this guide has been broken up into 4 sections which will explain each invoice type and you can use as applicable

 

Workshop Module OR Parts & Workshop Modules - For customers who have the Workshop module as their workshop primary does labour and buy-in parts so do not need a full Parts management system OR Companies which have both a Workshop and supply Parts to other businesses or customers over the counter. 

Under Workshop - Invoice/RO

  Workshop_Invoice_Types.png

1.  Workshop - Invoice/RO (Vehicle) 

This type of invoice allows you to process an Invoice attached to a Customers Vehicle. This is the most common invoice type for Workshops. Some of the main things you can/can't do are;

  • Cant Invoice without a Vehicle
  • Can Add new customers & their Vehicle
  • Can Set it to Type Booking/RO, Invoice, Credit OR Quote
  • Can Jobs/Parts - Can add both Labour and Parts
  • Can Record Mechanic Hours
  • Can Create an Order for the Job/Invoice
  • Will show Open Jobs/Invoices and its status in the Job Control Centre

 workshop_invoice_vehicle.png

 For the guide on how to use this type of invoice see this guide http://service.autosoft.com.au/entries/21480569-How-to-do-an-Invoice-Repair-Order

 

 

 

 

 

 

2.  Workshop - Labour Invoice/RO 

This type of invoice allows you to process an Invoice attached only to a Customers (you do not have to have a Vehicle). This is often used to invoice work done for a customers company as a whole, other work on machinery, internal labour and parts charging OR Parts to a customer if you do not have the Parts Invoice Module. Some of the main things cam/can't do are;

  • Can Invoice without a Vehicle
  • Can Add new customers 
  • Can Set it to Type Booking/RO, Invoice, Credit OR Quote
  • Can Jobs/Parts - Can add both Labour and Parts
  • Can Record Mechanic Hours
  • Can Create an Order for the Job/Invoice
  • Will show Open Jobs/Invoices and its status in the Job Control Centre

 workshop_labour_invoice_ro.png

For the guide on how to use this type of invoice see this guide;

General Labour Invoicing http://service.autosoft.com.au/entries/25669555-How-to-do-a-Labour-Invoice-RO

Internal Invoicing http://service.autosoft.com.au/entries/22021799-How-to-Setup-and-Charge-Parts-and-Labour-to-an-Internal-Company-Account

 

 

 

3.  Workshop - Reconditioning Invoice/RO

This type of invoice allows to Create and Internal Invoice the Cost to Recondition Parts/Motors

  • Can be used for the specific purpose of reconditioning parts or motors and the labour involved to track internal cost to do so. 
  • Can Invoice without a Vehicle
  • Can Add new customers
  • Can Set it to Type Booking/RO, Invoice, Credit OR Quote
  • Can Jobs/Parts - Can add both Labour and Parts
  • Can Record Mechanic Hours
  • Can Create an Order for the Job/Invoice
  • Will show Open Jobs/Invoices and its status in the Job Control Centre

recondition_invoice.png

For the guide on how to use this type of invoice see this guide http://service.autosoft.com.au/entries/21369564-User-s-Guide-on-Reconditioning-Invoices-in-Autosoft

 

   

 

 

4. Quick Quote

This feature is used do a quick quote on Parts and Labour for a Customer and/or their Vehicle and save it in the system. It can then be turned into a Invoice/RO (Vehicle). This is in the Premium package and can be used for workshops, especially those who service specialised vehicles therefore need to quote before the work is booked. 

 quick_quote.png

For the guide on how to use this type of invoice see this guide http://service.autosoft.com.au/entries/21602160-How-to-Do-a-Quick-Quote-in-your-Autosoft-System

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Parts Module-For customers who have the Both Parts & Workshop modules OR Only the Parts Module they sell a lot of parts so need a full Parts management system. If you would like this option added to your package, please contact us.

 Under Parts - Invoicing

 Parts_Invoicing.png

5. Parts Invoicing

This type of invoice allows you to process an Invoice attached only to a Customers (you do not have to have a Vehicle). This is the most common invoice for Part Reselling Companies and the ONLY invoice option if you have only purchased the Parts Module.  Some of the main things can/can't do are;

parts_invoice.png

For the guide on how to use this type of invoice see these guide;

General Parts Invoice http://service.autosoft.com.au/entries/21441994-How-to-Do-a-Parts-Invoice

Parts Invoicing with Back ordering http://service.autosoft.com.au/entries/22642975-How-to-use-Back-Orders

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