The How to Add Invoice in Flovix Workshop video demonstrates the complete process of creating a workshop invoice in Flovix. It walks users through selecting the customer and vehicle, linking the relevant work order, reviewing labor and spare parts charges, applying taxes or discounts where applicable, and finalizing the invoice. The tutorial highlights how Flovix simplifies invoice creation with an organized workflow, ensuring accurate billing, faster processing, and efficient workshop operations.
Create a New Invoice
Open the Workshop menu in Flovix ERP.
Click on Invoice Workshop.
Add Customer & Vehicle
Enter Customer & Vehicle Details
Select the customer.
Choose the vehicle.
Verify the vehicle information.
Search and Add Products
Click Add Product from the input dropdown.
Select the product from the search results.
Search for the required product by name, SKU, or barcode.
Enter or update the quantity, unit price, discount, and tax if required.
Repeat the process to add additional products or spare parts.
Review the product list and ensure all items are correct before proceeding with the invoice. Product search helps users quickly locate and add items to an invoice while allowing quantity, pricing, discount, and tax adjustments before saving.
Attachments
The Attachments section allows you to upload supporting files related to the workshop invoice for better documentation and future reference.
Click Upload Attachment.
Select one or more files from your device, such as:
- "Vehicle photos
- Damage images
- Supporting documents
- Inspection reports
- Customer-approved quotations"
Wait for the files to finish uploading.
Verify that all attachments appear in the attachment list.
Customer Note
The Customer Note section allows you to add important information or special instructions that will appear on the invoice and can be shared with the customer.
Enter the message or instructions you want to include.
Review the note for accuracy and clarity.
Continue with the invoice creation process.
Repair Summary / Note
The Repair Summary / Note section allows you to record a concise summary of the repair work performed on the vehicle. This information serves as a reference for both the workshop and the customer.
Enter a brief summary of the completed repairs or services performed.
- Include any important observations, recommendations, or additional remarks, if applicable.
- Review the note for accuracy.
- Continue with the invoice creation process.
Ship to Different Address
The Ship to Different Address option allows you to specify a delivery address that is different from the customer's primary address. This is useful when delivering repaired vehicles, spare parts, or related items to an alternate location.
Enable the Ship to Different Address option.
Enter the shipping details.
Continue with the invoice creation process.
Save & Close Invoice
The Save & Close button allows you to save the completed invoice.