How do I create an Invoice in TSS?
To add a new invoice in TSS go to the invoices section and then click New.
Invoice Type: See table of invoice types below.
| Invoice Type | Description |
|---|---|
| Estimate | This allows the invoice to be created and items to be added without commiting them from inventory. |
| Retail | Most common invoice type, uses retail pricing, and commits any items assigned to it. |
| Dealer | 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.
