When you Create an Invoice you will see this is one area where FieldOne really shows its powers. All the detail entered to Work Orders as you created and scheduled and posted them now transfers over to the Invoice, without any work on your part (unless you have some final changes you wish to make). Compare this to having several applications used separately where you would find yourself re-entering all the Invoice Detail lines at invoicing time.

See the following for more detail:

You can set an option in the Company Preferences, A/R Tab that allows a new Payment to be applied to a newly created Invoice if the new Invoice is already due. A message will appear asking if you if you would like to create a Payment for this Invoice. If you click Yes a new Payment will appear and you specify the amount to apply to the new Invoice.

Credit Memos:

Normally a Credit Memo is treated as a Customer Payment, rather than as part of Invoicing. In other words, your Company credits the Customer with a certain amount of money that can be applied partially or in total to existing Invoices. See Create Customer Payment for more details on how to create and distribute a Credit Memo.

Note: If (for various possible reasons) an Invoice total is for a negative amount, then it will be exported to QuickBooks as a Credit Memo. (See Create a Manual Invoice for discussion of negative Invoices.)

Manual Invoice:

If for some exception you wish to bypass the steps for a Work Order and create an Invoice directly see Create a Manual Invoice. (Be aware that there are some limitations when using this approach.) Do not confuse Manual Invoices with Counter Sales, where actual Labor or Parts are sold to a "walk-in" customer.

 

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