Mark works orders as 'invoice not required'

1. Identify works orders that do not require an invoice

From works order:

• Tick Invoice not required
  This action removes the ability to Post invoice to accounts

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2. View works orders that do/do not require an invoice in works order grids

After running a works order report or viewing a works order grid, an Invoice Required column can be added and saved

From a works order grid:

• Right-click over the column headings, select Pick columns and click Invoice Required

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• The new column is added to the far right side of the grid - click and drag the column heading to the desired position

• Right-click over the column headings again and click Save grid layout

• The Invoice Required column will show when using this type of grid again - grid functions can be used to sort, filter or group

  • To sort the list, click the column heading

  • To filter or group the list, click to the right of the column heading (to view filter icon, shown below) and choose to Group by Invoice Required or filter by Yes/No

3. Report on works orders that do/do not require an invoice

An Invoice Not Required option is available when running a Power Report on works orders

From Reports on main menu:

• Click Power Reports

• Select Works Orders report type

• Select Invoice Not Required plus any other criteria options required

• Select is true or is false

Example report

This report will return all completed works orders where an invoice is not required