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ManoPlan Workflow – From Job to Invoice
1:016 Scenen
From the completed job via the delivery note to the invoice and all the way to the payment.
Learning Goal
Invoice completed work on the same day.
Contents
1
The technician has completed the job. It shows up in the office with times, materials and report – ready for invoicing.
2
For material deliveries you first create a delivery note. The list shows drafts, issued and already invoiced delivery notes.
3
The customer signs the delivery note, then it is turned into an invoice with a single click.
4
The invoice takes over all line items. Review it, send it as PDF or e-invoice – done.
5
In the invoice list you track the status: sent, paid or overdue.
6
When the money arrives, payment reconciliation assigns the transaction to the invoice automatically.
