This article will walk you through how to create an Invoice on the Ecotrak Web App.

1. The first step will be to log in to the Ecotrak web app using your username and email.

2. Once logged in, you will arrive at the Manage Work Order module.

3. In order to create an invoice, you first must update the corresponding Work Order to the 'Completed' status. If this is your first time navigating the Work Order Module, the Work Order Details page, or updating a Work Order Status, please see the following articles for guidance:

4. Once you have updated your work order to the 'Completed' status, your work order details page will be updated with a new 'Add Invoice' action button. Click on the 'Add Invoice' action button to begin the invoice creation process.

5. Upon clicking the 'Add Invoice' action button, a pop up window on the right had side of the page will appear. From here, you will fill out the: Invoice Number, Invoice Date, and Failure Type.

6. After choosing a Failure Type, the Warranty option for chosen Failure Type and Resolution for chosen Failure Type will populate. Each Failure Type you choose will have their own Warranty option. and Resolution option. You will need to fill out these two areas for each Failure Type chosen.

7. Next, fill out the cost breakdown of your invoice and attach a copy of your invoice by either dragging and dropping the file to the bottom of the Invoice creation pop up, or clicking on the Browse File link.

8. Once all of this is done, verify the data looks correct and in alignment with the attached invoice file, and then click the 'Save' button on the bottom right corner. The invoice will be forwarded to your customer for approval. Once fully approved, the invoice will be sent to your customer for processing and payment.