Describes the purpose of and main use case scenarios for the invoices functionality in Texada Web and Texada Mobile.
Texada Web, Texada Mobile
Use invoices in Texada Web and Texada Mobile to inform your customers that you require payment from them and to collect that payment.
For example, your customer rented a lift from you and required maintenance on that lift while it was on-site. A technician was assigned to the work order, performed the work, and completed the ticket. The SRM (Systematic Rental Management) user or Texada app Counter user closed the work order. An invoice was created based on the work order. The invoice was communicated to your customer, who then issued the payment. When the full payment is collected from the customer, the invoice is completed and remains as a viewable record in SRM, Texada Web, and Texada Mobile.
An invoice generally represents the endpoint of a transaction in the Texada platform, unless the transaction involves recurring billing, in which case, it is a recurring point in the billing cycle.
The invoices you work within Texada Web and Texada Mobile are work order invoices. A work order invoice is created when you change the status of a work order to Closed. See: “Close a Work Order in Texada Web” for more information.
Note: Work order invoices are only created for standard and customer-type invoices. Internal work orders do not result in an invoice. See: “About Work Order Posting Types in Texada Web and Texada Mobile” for more information.
In Texada Web, you can search for work order invoices, view the details of an invoice, pay for an invoice, and print or email an invoice.
- About Texada Web and Texada Mobile
- About Work Orders in Texada Web and Texada Mobile
- Search for a Work Order Invoice in Texada Web
- Pay a Work Order Invoice in Texada Web
- Print a Work Order Invoice in Texada Web
- Email a Work Order Invoice in Texada Web
- Download a Work Order Invoice as a PDF in Texada Web