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Create invoice from work order

Invoices · Company administrator · Preview

Create a draft from a closed work order with approved completion and itemized invoice lines. The server recalculates totals and checks source eligibility. Verify on staging.

Preview: this function is not available end to end in the supplied staging source.

Illustrative demo image of Create invoice from work order
Illustrative demo based on current source fields. No customer data or staging screenshot.

How to use this function

  1. Open Company admin → Invoices and select Create invoice.
  2. Choose Approved closed work order and add title, due date and item/service lines.
  3. Save the draft, review calculated totals, then issue separately.

Fields and controls shown in the demo

  • Closed work order
  • Approved completion
  • Title
  • Due date
  • Item
  • Quantity
  • Unit price
  • Tax

Guide updated 2026-09-27. Release changes must update this page and its image together.

Create invoice from work order | SSF Ops Wiki