AroFlo Field allows you to create and send invoices for jobs directly from your mobile phone or tablet:
- Final Invoices - Final Invoices can only be raised on completed tasks
- Part Invoices - Part Invoices can only be raised on tasks that are still in progress.
Enable Field Invoicing
Only users in the Management permission group can invoice in AroFlo Field. To enable invoicing for other permission groups, please see Invoice Settings.
Create a Final Invoice
Once you've sent the invoice to your customer, you can either change the status to Pending Approval or Approved, depending on your workflow. Doing so will mean the task will no longer be visible in your Completed Task list.
Final Invoice already created?
If you land on a task using another method (e.g. by tapping a link back to a task) and a final invoice already exists for the task, the Create Invoice button will be replaced by a View Invoice button, so you can open the final invoice.
Create a Part Invoice
Part invoices are used at the start of a job for deposits or during the course of a job to invoice the client for part of the work undertaken.
To create a part invoice for an open task:
Alternatively, to raise a part invoice without first viewing the invoice list, use the task shortcuts button > Create Part Invoice.