📝 Repeat Visit Invoice

Jake
Jake
  • Updated

Select Workshop > Invoicing > Produce Invoice from the side menu, enter the
appropriate detail and select ‘Search’.

The ‘Invoice Details’ screen will be displayed.

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From the ‘Invoice Details’ screen double click an ‘Operation’ line to open the following
window.

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Complete the ‘Invoice Details’ section as required then select the ‘Accept’ button to return to
the ‘Invoice Details’ screen.

Enter the correct vehicle mileage and Service History notes then select ‘Invoice’ to complete
the process.

When the ‘Rework / Recall’ field has been selected during the booking, receive job, amend
job or invoice process the following window will be displayed.

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Within the ‘Narrative’ field enter the corrective action taken to rectify the ‘Repeat Visit’

From the remaining drop down menus answer each question in turn.

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The Technician and Service Advisor fields will be activated for selection based on the answers
provided to the questions.

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With all fields completed select the ‘Accept’ button.

Please refer to Workshop > Reporting > Repeat Visits to analyse repeat visits.