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:

Last updated on October 28, 2024