Using the Vehicle Search Flow to Build an Invoice

Overview

You can easily pull both your customer and the vehicle being serviced into your invoice with a quick search of any of the vehicle information on file! Follow the steps below to learn how.

How to:

1. Open or Start a New Invoice

The vehicle search option is found when building your invoice – you can use it while building from a booked appointment or if you just want to bill your client without the booking.

2. Select “+Vehicle”

Clicking on “+Vehicle” opens a flyout with all of your vehicle information – from here, you can search by any vehicle information that you have included such as license plate numbers or VIN. Once selected, it will load the vehicle as well as the customer associated with the vehicle!

3. Add Your Resource

Assign whichever resource will provide services to the vehicle.

4. Add Services and Collect Payment!