Set up your company contacts in Web Help Desk for each billing invoice. When completed, you can generate an invoice or quote from a ticket.
Specify a company contact for invoices
- Click Setup > Parts & Billing > Invoicing Options.
In the Invoicing tab, enter the appropriate contact information.
Click the tooltips for more information.
- (Optional) Click the Logo tab.
(Optional) Upload a GIF or PNG file containing your company logo.
- Click Save.
Generate a PDF invoice or quote from a ticket
- In the toolbar, click Tickets and select Search Tickets.
- In the Basic Search or Advanced Search tab windows, enter the appropriate search criteria for your ticket, and then click Search.
- In the search results, click the appropriate ticket number.
- Click the Parts & Billing tab.
- Select the type of PDF you want to generate.
- Click the PDF icon.