Invoice Work Page

1. Click Invoice in the Work Pages ribbon to view the Invoice for the claim.

   

2. Review the invoice.

3. Click Print Invoice to print the glass authorization for the customer to sign.

   

4. Have the customer sign and date the glass authorization.

5. Scan the glass authorization.

6. Click Attachments and then Upload Image.

   

7. Click Choose File and browse to where you saved the signed glass authorization scan. Double click the file. Then click Upload.

   

8. Click Submit in the Work Pages ribbon when you are ready to submit the invoice for payment.

   

With this feature you can save a copy of a signed invoice to the jobs Attachments tab for later review.

1. From a mobile device, create a job.

2. Add lines, select Preview or Invoice.

3. Select the Customer Signature on the invoice.

4. Use the touch screen to sign the invoice.

   

5. Select Save to Attachments.

6. Select the Attachments link.

   A copy of the signed invoice in PDF format is added to Attachments.

1. Press Print Options.

   

2. Review or change your print options and press OK.

   NOTE: Available print options for invoices are set by opening the System menu and choosing the Invoice Print Options page.

1. Click Export EMS to create an EMS Zip file.

   

2. After the EMS Zip file is created, unzip the file to your EMS export folder to create an Opportunity for EMS enabled programs, e.g., RepairCenter.