The Awaiting Invoice Status is now located with the Work Order Module and will no longer be visible in the Invoices module. The following article outlines where you can view and access Completed Work Orders that are pending Invoice submissions. Additionally, work orders under warranty may still appear as "Awaiting Invoice" even if no invoice is required. This status indicates that the system is expecting an invoice submission to close the work order. You can essentially, close the invoice out as "Inv Not Required".
Step 1: To view completed Work Orders that have not yet been billed against, open the Work Order module. ** Please note that the Work Order must be in the Completed status in order for a Vendor to submit an invoice. After identifying the completed work orders, coordinate with the service provider to ensure they submit the required invoice or create an Invoice and submit it as "Invoice not Required" option if applicable.
Step 2: Navigate to the Awaiting Invoice filter across the top of your page. By default, it will be turned OFF. Click on the Awaiting Invoice toggle to slide it into the ON position.
Step 3 (Optional, Customer View Only): To export a list of Work Orders in the Awaiting Invoice status, navigate to the Reporting module and click on the Work Orders tab.
Step 4: Click on Controls and select Completed - Awaiting Invoice from the WO Status filter. The page will automatically update and you can export the desired information. If the work order is under warranty and no invoice is needed, instruct the service provider to select the "Invoice not Required" option when submitting the invoice.