Available On: Lite, Starter, Professional and Business Plus
Need to bill a customer for a Work Order? UpKeep’s web application lets you quickly generate a professional invoice based on your Work Order details. You can then download or print the invoice for easy sharing or record-keeping.
This article walks you through the simple steps to create and manage Work Order invoices directly from the web app.
How to Create an Invoice to Print - Legacy
Click on your desired Work Order
Select the Three Vertical Option Dots
Select Invoice PDF
Fill out the forms
Select to either Preview or Save the Invoice
How to Create an Invoice to Print - New
Click on the Desired Work Order
Select the Option Menu (3 dots)
Select Generate Invoice
Select Preview to Print, Select Submit to add it to directly to the files section of your Work Order
