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

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

 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

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

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. 

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

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;

• Cant Create a New Customer from here (must set them up in Debtor Master File first - this is due to the Part companies often also having differing price structure for customers - see this guide for further detailshttp://service.autosoft.com.au/entries/21827569-How-to-create-Parts-Price-Groups-their-Structure-for-Markup-from-Cost-or-Discount-Percentage-and-ass)
• Can ONLY add Parts (Can not add labour)
• Can Set it to Type Invoice, Credit OR Quote (no Bookings but Can Save Invoices = ) 
• Can use backorder features

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