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 . . .
Select Settings > Work Order Types > click the Edit icon, and scroll down to Line Item Defaults for Skimmer Invoices.
Create a Line Item Name.
If left blank, the line item name will read as the work order type.
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)
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.
Click Save.
Example of how default work order type line items are applied to an invoice:
