Invoices

Everything you need to know about invoices

Creating a new invoice
A new invoice can be created via The next screen will prompt you to enter the Invoice details MechanicDesk will recommend matches from your i...
Tue, 21 Nov, 2017 at 2:05 PM
Adding an item or a header to an invoice
Clicking on +Item gives: +Header works in the same way Need to add a Stock Code? Click Here
Tue, 21 Nov, 2017 at 2:11 PM
Creating a stock item from an invoice
Click +Item: Click Create Stock for stock information entry screen: Enter information and Save:
Tue, 21 Nov, 2017 at 2:10 PM
Adding Job Types to an invoice
Click +Job types: Add an existing job type or create a new one: If you need to create a New Job Type click here
Tue, 21 Nov, 2017 at 3:08 PM
Including Buy-in items on an invoice
Click on +Buy-in to specify any additional purchases required for the job: Select supplier bill to use: Show Items also allows selecti...
Tue, 21 Nov, 2017 at 2:02 PM
Making changes to an invoice
If your invoice is associated with a job, you can access the invoice from the jobs screen: Click on any of the invoice information fields sh...
Tue, 21 Nov, 2017 at 2:25 PM
Bulk actions and Exporting on invoices
You can perform repetitive actions on invoices such as print, finalise, etc. more easily via the bulk action option To Export invoices to an Excel S...
Tue, 21 Nov, 2017 at 2:29 PM
More advanced invoice search features
You can search for an invoice in a specific date range and with specific status criteria (paid, unpaid, deleted)
Tue, 21 Nov, 2017 at 2:24 PM