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💰How to Invoice

Follow these simple steps to complete jobs and ensure your invoicing process is smooth and accurate in Auxo Workshop.

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Basic Steps

🔍 Review Internal Job Notes

  • Check Internal Job Notes to:

    • Add reminders for follow-up tasks.

    • Update invoice notes with any important details.

🛠️ Complete Outstanding Orders

  • Make sure all orders for the job are completed to ensure accurate cost tracking.

📊 Check Margins and Update Prices

  • Review margins and adjust prices if needed to maintain profitability.

📧 Email Invoices

  • Send invoices to customers, including a note like "Ready for pick-up" if applicable.

Advanced Tips

🏷️ Tag “Satisfied Customer”

  • Add a “Satisfied Customer” tag for easy follow-up and to encourage a future Google review.

📋 Update Customer/Vehicle Notes

  • Add or update notes on the customer or vehicle for future visits to ensure a personalised experience next time.

By following these steps, you’ll keep everything organised and your customers well-informed throughout the process.

💡Need to split invoices between different parties like insurance or customer? Check out our best practice guide on How to Create Split Invoices.

💡Need to create Estimates for any additional recommended work? Check out our best practice guide on Additional Work - Estimates.

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