The Order & Invoice feature in Flovix – Workshop enables you to generate a customer order, add repair items and services, calculate taxes and totals, and create a professional invoice for payment.
Step by Step to Create an Order & Invoice
1. Log in to Flovix – Workshop.
2. Navigate to Workshop from the left navigation menu.
3. Open the required Work Order.
4. Go to the Order & Invoice section.
5. Click + Add Order & Invoice.
6. Verify the customer and vehicle information.
7. Add the required items, including:
- Spare Parts
- Products
- Services
- Labor Charges
8. Enter the quantity, unit price, and discount (if applicable).
9. Review the automatically calculated:
- Subtotal
- Tax
- Discount
- Grand Total
10. Add any customer notes or invoice remarks if required.
11. Click Save to generate the order and invoice.
Order & Invoice Information
The generated invoice includes:
- Order Number
- Invoice Number
- Customer Details
- Vehicle Information
- Products and Services
- Labor Charges
- Tax Details
- Discounts
- Total Amount
- Invoice Status
Edit an Order & Invoice
If changes are required before finalization:
1. Open the Order & Invoice record.
2. Update the necessary products, services, quantities, or pricing.
3. Verify the revised totals.
4. Click Save to apply the changes.
Print or Share the Invoice
After saving the invoice, you can:
- Preview the invoice.
- Print a professional copy.
- Share the invoice with the customer (if enabled in your system).
Search Order & Invoices
Use the available search and filter options to quickly locate invoices by:
- Order Number
- Invoice Number
- Customer Name
- Vehicle
- Status
- Date Range