Work Order Client

Creating a new invoice for "Client" is used when there is no work performed on a vehicle. This covers the scenario of fixing the client's lawnmower or welding his step ladder or any number of jobs we as mechanics find ourselves doing.

Select Invoice from the Main Menu. From the drop down menu, select New Work Order / Client. G-E presents the Client Search list. Select the client from the list using any of the search methods. When the client has been selected, the Work Order Header dialogue is displayed.

Header Fields explained:

Date (d/m/y)	Holds the current date. Select and change the date if needed.
Description	Enter a small description of the job involved for this quote. (This description is shown in various places throughout the program to assist in identifying this quote).
Order#	The Order # field contains the word "Estimate" by default.
Discount %	Enter the discount percentage if this client receives a discount. (See note below).
Discount $	Enter a discount dollar value if you wish to discount the quote by a fixed value. Discounts in Detail

Click Ok or press Enter on the header dialogue to move to the Work Order screen. The Work Order screen opens much the same as New Work Order/Vehicle screen, however no vehicle details are shown. As no vehicle is involved with this work order, direct access to model and text specific libraries is not available. Apart from these few omissions, the work order is completed the same as New Work Order / Vehicle.