To add a new invoice in TSS go to the invoices section and then click New.
Invoice Type: See table of invoice types below.
This allows the invoice to be created and items to be added without commiting them from inventory.
Most common invoice type, uses retail pricing, and commits any items assigned to it.
Used for dealer invoices, uses dealer pricing, and commits any items assigned to it.
Customer: This section is used to track customer information, existing customers can be looked up via the F6 key or the ellipse button from the name field.
Dealer: This section is used to track dealer information, existing dealers can be looked up via the F6 key or the ellipse button from the name and id fields.
Invoice Details: This section is used for additional customer and dealer information. Also the salespersons, department, and job descriptions are entered here.
Job Details: This section is used to track the vehicle associated to the invoice, as well as schedule details for when the job will be performed.
Materials: This section is used to track all parts, labor, and additional line items associated with the invoice. Items can be looked up with the F6 key from the model/make fields, or with the ellipse button.
Labor: This section is used to enter detailed labor notes.
Sublet: This section is used to enter the sublet vendor information and detailed notes.
Payment: This section shows payment and tax totals, along with a button to accept new payments.
Notes: This section allows entry of invoice notes and pictures.