Perform invoicing

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

  1. Click Setup > Parts & Billing > Invoicing Options.
  2. In the Invoicing tab, enter the appropriate contact information.

    Click the tooltips for more information.

  3. (Optional) Click the Logo tab.
  4. (Optional) Upload a GIF or PNG file containing your company logo.

  5. Click Save.

Generate a PDF invoice or quote from a ticket

  1. In the toolbar, click Tickets and select Search Tickets.
  2. In the Basic Search or Advanced Search tab windows, enter the appropriate search criteria for your ticket, and then click Search.
  3. In the search results, click the appropriate ticket number.
  4. Click the Parts & Billing tab.
  5. Select the type of PDF you want to generate.
  6. Click the PDF icon.