Quotes & Billing
Price the work, get the customer's go-ahead, invoice it and get paid.
Audience:Service AdvisorAccountsWorkshop Owner
Quoting is optional: for routine work you can go straight to a work order. Either way, the invoice comes from the work order, and payments are recorded against it.
Quotes
Price a job before you do it.
Quote approval
How customers accept a quote or ask for changes.
Invoices
Numbering, sending, sharing and voiding.
Payments
Recording payments and taking them online.
GST and tax
Inclusive or exclusive pricing, rates and tax-exempt customers.
Invoice settings
What your invoices and quotes look like.
Price lists
Special pricing for fleet and trade customers.
Recurring invoices
Bill the same thing on a schedule.
Billing workflow
Chasing what is owed, day to day.
Invoices are not sent to Xero or MYOB automatically in the current release. See Integrations.
Still need help?
Email support@wrmspro.com or use the contact form. Signed-in users can also send a request from Settings → Support.