Already use another invoicing system?

You don't have to use workauto's quotes and invoices. If you already invoice through accounting software or another system, you can keep doing that and still keep the paperwork with the job:

• Attachments: upload the quote or invoice PDF from your other system to the job's attachments, so it sits alongside the work.
• Job notes: add the quote or invoice number from your other system to the job notes, so you can find the matching document quickly.

Whichever way you invoice, add the Invoiced tag once the job has been billed, so it no longer shows in the Jobs Not Invoiced report.