Step 1 Locate the Work Order Invoice
Open the work order where the invoice was previously marked as Invoice Not Required.
This feature is only available when the invoice is currently in that status.
Step 2 Select “Mark as Invoice Required”
You will now see a new button labeled Mark as Invoice Required.
Click this button to change the invoice status.
This action enables you to proceed with adding invoice details that were previously restricted.
Step 3 Enter Invoice Details
Once the status is updated, you can:
Add invoice line items
Enter correct table values
Upload the invoice document
This ensures the invoice is properly recorded and aligned with the work performed.
Step 4 Save or Cancel
If you proceed and save:
The invoice is updated with full details
The status reflects that an invoice is now required
If you select cancel:
The invoice remains in Invoice Not Required status
No changes are applied
Outcome
You can now correct invoice status mistakes and fully manage invoice data without external support.
This feature provides greater flexibility and control, allowing service providers to maintain accurate financial records directly within the system.