On-Line Manual
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Client Vehicle Invoice Accounts Ledger Parts Orders Utilities Docket Workshop
Here we are, at what could arguably be called the main function of any workshop
software. This is where we spend most of our time generating the paperwork we
give to clients in exchange for money in an effort to reduce the overdraft! We
have spent countless hours (and cups of coffee) developing the invoicing system
to make this job easy.
Some of the features you can expect to
see here include direct access to the parts system. You can add parts "on the
fly" to the part libraries. You can edit parts in the libraries so prices etc.
can be kept up to date as you receive your invoices from your suppliers. The
text section includes a "mechanic friendly" editor. Words are automatically
"wrapped" to the next line. If you like, you can type all your text in upper or
lower case then command G-E to change all the case to lower with the exception
of letters following periods etc. G-E has an integrated "spell checker"
to help with creating professional invoices.
You can easily import "pre-typed" text into the invoice. This text can be global or model specific. Text you type into an invoice can be saved to the text library so the next time you do a similar job, you have the text already. You can use "FastText" to quickly add short text blocks to further speed the creation of invoices.
The "Kits" function allows saving an entire invoice,
text and part entries, as a kit for use again for a repeat of the same job. This
is ideal for those jobs which are essentially the same, for example: Fixed price
log book services, timing belt replacements etc. There are a few points to
remember before we get into invoicing:
An
invoice, which is currently being written, is a "Work Order". This is an invoice
that has been started but not finalised (finished). Work orders do not become an
invoice until they are "Finalised". Work orders can be repeatedly saved and
reopened any number of times so lengthy jobs can be updated when parts are
fitted and more work is performed on the job.
When you start a work order (for work on a vehicle) G-E checks the vehicle file for the model. From this, G-E knows the model of the vehicle for which the work order is being written. G-E then makes the part library available, specific to the model. When you need to find a specific part, you don't need to spend time finding the part and text library specific to the vehicle model, G-E has done that for you. (Sneaky eh?). If the vehicle has no model entry in the model field of the vehicle file, the specific library will not be directly available. (See Parts System Overview for details of Global and Specific libraries).
An invoice may be written for a vehicle or directly to a client with no vehicle involved. Obviously, a vehicle will be involved in most cases, however, if you fix a client's lawnmower, you can invoice the client directly with no problems.
New Quote / Client
New Quote
/ Vehicle
Load Quote
New Work Order/Client
New Work
Order/Vehicle
Load Work Order
Invoice Register
View
Invoice
Print Invoice
Invoice Print Dates
New Tax Adjustment
Load Tax
Adjustment