Billing - Line Item Defaults for Work Order Types

Watch the video or scroll down for step-by-step instructions.

Tiers: All

Before You Start:

• Default settings for Work Order Types are created individually.
• Edits can still be applied to a work order with default settings in place. 

Step-by-step instructions . . .

1. Select Settings > Work Order Types > click the Edit icon, and scroll down to Line Item Defaults for Skimmer Invoices.

   

2. Create a Line Item Name.

   • If left blank, the line item name will read as the work order type. 

   

3. Select a Line Item Description.

   • If left blank, a description will not populate upon generating the invoice.
   • Work Needed will populate the default, or manually entered, work needed field from the work order.
   • Work Performed will populate the default, or manually entered, work performed field from the work order. 
   • Select Include Service Date in Description (optional)

   

4. Select Line Item Price. 

   • If left blank, a price will not populate upon generating the invoice.
   • Use price from work order will populate the price of the work order.
   • Price is taxable will apply to the work order service.

   

5. Click Save.

   

6. Example of how default work order type line items are applied to an invoice: