Convert a ticket to a quote or an invoice

Turning the work on a ticket into an estimate the customer approves, or a bill they pay.

A ticket records work; it never asks anybody for money. Converting is how the labour and parts on it become a document the customer can act on: an estimate before the job, an invoice after it, or a package when the equipment is ready to go home.

Highlights

• Three conversions, all from the Create menu in the ticket header.
• Nothing is saved on the first click. The document is prepared, and you check it.
• An invoice picks up what has not been billed yet, not the whole ticket again.
• The link survives conversion, so the document knows which repair produced it.
• Estimates can be raised from several tickets at once from the list.

What the Create menu offers

Create Estimate

A quote for the work, to be approved before anybody starts. Raise it early, while the price is still a proposal.

Create Invoice

The bill for work already done, carrying whatever on the ticket has not been invoiced yet.

Create Package

The packing record for sending repaired equipment back. It opens the package form against this ticket.

Convert to an invoice

1. Open the ticket and select Create

   The menu sits in the ticket header, beside Work Reports.

2. Select Create Invoice

   Repairs works out which lines are still unbilled and opens the invoice form with them already in place.

3. Check the document before you commit to it

   This is a draft on screen and nothing has been written yet. Amend the lines, the dates or the wording now.

4. Select Save

   The invoice exists from this moment, linked back to the ticket that produced it.

Convert to an estimate

The same route, choosing Create Estimate. The quote opens prefilled from the ticket's services and parts, and again nothing is written until you save.

Finding what a ticket has already produced

The Associated Documents panel at the top of a ticket carries an Invoices tab and a Quotes tab, each showing the date, the number, the status and what is still owed. It is the fastest answer to whether a job has been billed.