Submitting an Invoice

Finished with your work and ready to get paid for a job well done?

In order to submit an Invoice, navigate to the work order and click the ' Submit an Invoice' link. The work order status must be at a pending vendor invoice status in order to create a new invoice or edit an existing invoice that has not yet been submitted.

Simple Invoice

For FM Dashboard customers who elect to use the Simple Invoice form, here is the screen you'll need to complete. 

1. Add your invoice #
2. Be as descriptive as possible on what was completed.
3. Enter in your labor, material and any trip charges.
4. Be careful not to forget your tax amount.
5. Click Calculate to make sure all items have been included in your total.
6. Lastly, remember to attach your company's invoice to the system invoice as well.
7. Click Submit to send the Invoice to the Customer. They will receive an email that the Invoice was submitted. Now you just wait for the approval!