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Creating an Invoice

With AutoSoftWay, there are two methods to create an invoice:

In this guide, we will explore both of these options in detail.

Method 1: Creating an invoice from scratch

Step 1

Starting from the dashboard, navigate to sidebar menu, and click on the 'Invoice' tab under the 'Invoices' section. AutoSoftWay platform: navigate to invoice tab

Step 2

From the estimates menu, click on 'Add Invoice' at the top of the page. AutoSoftWay platform: click add invoice

Step 3

A pop up window should display empty fields for a new invoice. AutoSoftWay platform: enter invoice info Proceed to fill these fields, starting with the client and vehicle information. AutoSoftWay platform: enter invoice info You may also manually add a new client and vehicle here! AutoSoftWay platform: enter invoice info AutoSoftWay platform: enter invoice info

Step 4

Proceed to enter the appropriate labour information for the invoice. Be sure to click on the "+" button to add this labour service to the invoice!
You may add as many labour services as required. AutoSoftWay platform: enter invoice info

Step 5

Proceed to enter the appropriate parts information for the invoice. Be sure to click on the "+" button to add the parts to the invoice!
You may add as many parts as required. AutoSoftWay platform: enter invoice info

Step 6

By completing the previous steps for parts and labour, the system will automatically calculate the total cost. Proceed to add detailed information about the order, such as who the invoice was drafted by, their employee number, any delegates, and the method of delivery for the invoice. AutoSoftWay platform: enter invoice info You may enter the date manually, using DD/MM/YYYY format, or by clicking on the box to display a calendar!
For your convenience, you may even enter a description for further details about the job. This is great for specific information that you would want to keep on file for future reference!
When complete, proceed to click on the 'Save Invoice' button to create your invoice! AutoSoftWay platform: enter invoice info

Option 2: Create an invoice from an existing order

Step 1

Starting from the dashboard, navigate to the order tab under the 'Orders' section. AutoSoftWay platform: navigate to orders

Step 2

In the Orders menu, locate the order you'd like to generate an invoice for, and click on the create invoice button as shown below. AutoSoftWay platform: navigate to orders

Step 3

You will find that the invoice has been pre-filled with information from the existing order. AutoSoftWay platform: new invoice pre-filled with info from order

Step 4

Review the invoice information, and click on 'Save Invoice' when you're ready to generate the order. AutoSoftWay platform: review and save invoice

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