You can upload Invoices against a Case raised from a Maintenance Request or scheduled maintenance event, which can then be applied against either a Private Lot or Asset.
Managing Invoices for Cases
Step by Step Walkthrough
Step 1: In Cases feature located on the left hand menu. Navigate to the relevant case by clicking it.
Step 2: Scroll down to Invoices (located on the right side), and either drag & drop or click within the blue box to upload your Invoice.
Step 3: In the pop up window, you can add in all the necessary fields such as:
- Invoice Number
- Invoice Value
- Invoice Fee
- Deduct from Budget
- Select a Company
- Include any Comments
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Include GST
Attach the Invoice before clicking Save.
Step 4: Once Saved, you can either Edit an existing Invoice via the pencil icon, or add in a new Invoice via the plus button.
❗Check your Invoice Email settings via Settings ➔ Email & Template Options ➔ Invoices
Step 5: Once the a case has been marked as Completed (the green MYBOS default completed status), the Invoice approval process will change based on what settings have been configured:
-
Invoice Approved Email is toggled on, the Invoice will be automatically sent to tagged management emails and set to Approved
-
Invoice Approved Email is off, invoice will be sent to Pending where you will need to manually Approve invoices.