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
- Click Setup > Parts & Billing > Invoicing Options.
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Enter the name of the company that receives the billing invoices.
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Enter the contact information of the company that receives the billing invoices.
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Enter the fax number and email address of the that receives the billing invoices.
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Select whether the client contact information on invoices is pulled from Web Help Desk or the client's personal profile.
The Web Help Desk contact information is located at Setup > Parts & Billing > Options > Billing Entity. See Apply parts and billing options for details. -
(Optional) Enter a message that will display at the bottom of the invoice.
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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
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In the toolbar, click Tickets.
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Select the Search Tickets tab.
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In the Basic Search or Advanced Search tab windows, enter the appropriate search criteria for your ticket, and then click Search.
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In the search results, click the targeted ticket number.
For example, ticket 31.
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Click the Parts & Billing tab.
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Under the Client Info tab, click the PDF icon to generate the invoice.
- Review and print the invoice.