Operations Board

BILLING

Open a work order from billing, review invoice state, and manage the handoff to email or print-ready invoice delivery.

Live refresh active - waiting for first sync Route: BILLING Last check: pending
Sent To Invoice 1
Needs Work Completion 7
Charge Holds 0
Billing File

Invoice File

Click a billed work order to open one invoice file with customer, service, invoice state, and next billing action.

DS-2425

Nora Kent

Repair | 734-555-0125

Ready To Invoice
Customer Nora Kent
Phone734-555-0125
ServiceRepair
DepartmentShop
Job StatusReady
Invoice StateReady To Invoice
PriorityNormal
Next Billing Action Create invoice and confirm final charges with customer.
Billing Control Rule Use the protected invoice controls below to save the invoice state or billing handoff note.
Connected files Open Full Job File Open Asset File
DS-2425 / Nora Kent Ready To Invoice | Shop Create invoice and confirm final charges with customer.
DS-2410 / Avery Black Pending Service Completion | Dispatch Wait for service completion before billing handoff.
DS-2411 / Nina Cooper Pending Service Completion | Dispatch Wait for service completion before billing handoff.
DS-2412 / Logan Perez Pending Service Completion | Dispatch Wait for service completion before billing handoff.
DS-2418 / Fleetline Auto Pending Service Completion | Shop Wait for service completion before billing handoff.
DS-2422 / Jared Cole Pending Service Completion | Shop Wait for service completion before billing handoff.
Billing Workflow

Billing Review

Review service completion, mark the work order sent to invoice, and prepare the record for print or email delivery.

Read-only view. Sign into staging WordPress as an admin to save billing updates.
Selected job: DS-2427 Codex Test Lead | Testing the staging lead form handler | Status: Awaiting Technician | Department: Dispatch | Technician: Unassigned | Work Zone: - Service Plan: No Plan On File | Billing: Pending Service Completion | Storage: Holding Queue
Live Queue

Billing Queue

Live rows from the staging operations tables.

Job Customer Phone Service Department Status Invoice State Next Billing Step Priority
DS-2425 Nora Kent 734-555-0125 Repair Shop Ready Ready To Invoice Create invoice and confirm final charges with customer. Normal
DS-2410 Avery Black - Tow To Shop Dispatch Assigned Pending Service Completion Wait for service completion before billing handoff. High
DS-2411 Nina Cooper - Battery Jump Dispatch En Route Pending Service Completion Wait for service completion before billing handoff. Urgent
DS-2412 Logan Perez - Tow To Shop Dispatch Awaiting Technician Pending Service Completion Wait for service completion before billing handoff. Normal
DS-2418 Fleetline Auto 734-555-0108 Shop Intake Shop Diagnostics Pending Service Completion Wait for service completion before billing handoff. Normal
DS-2422 Jared Cole 734-555-0122 Shop Intake Shop Waiting Intake Pending Service Completion Wait for service completion before billing handoff. Normal
DS-2426 Codex Sync Test 010149 7345550199 Website Quote Request Dispatch Awaiting Technician Pending Service Completion Wait for service completion before billing handoff. Normal
DS-2427 Codex Test Lead 555-555-5555 Website Quote Request Dispatch Awaiting Technician Pending Service Completion Wait for service completion before billing handoff. Normal
Row 1
Job
DS-2425
Customer
Nora Kent
Phone
734-555-0125
Service
Repair
Department
Shop
Status
Ready
Invoice State
Ready To Invoice
Next Billing Step
Create invoice and confirm final charges with customer.
Priority
Normal
Row 2
Job
DS-2410
Customer
Avery Black
Phone
-
Service
Tow To Shop
Department
Dispatch
Status
Assigned
Invoice State
Pending Service Completion
Next Billing Step
Wait for service completion before billing handoff.
Priority
High
Row 3
Job
DS-2411
Customer
Nina Cooper
Phone
-
Service
Battery Jump
Department
Dispatch
Status
En Route
Invoice State
Pending Service Completion
Next Billing Step
Wait for service completion before billing handoff.
Priority
Urgent
Row 4
Job
DS-2412
Customer
Logan Perez
Phone
-
Service
Tow To Shop
Department
Dispatch
Status
Awaiting Technician
Invoice State
Pending Service Completion
Next Billing Step
Wait for service completion before billing handoff.
Priority
Normal
Row 5
Job
DS-2418
Customer
Fleetline Auto
Phone
734-555-0108
Service
Shop Intake
Department
Shop
Status
Diagnostics
Invoice State
Pending Service Completion
Next Billing Step
Wait for service completion before billing handoff.
Priority
Normal
Row 6
Job
DS-2422
Customer
Jared Cole
Phone
734-555-0122
Service
Shop Intake
Department
Shop
Status
Waiting Intake
Invoice State
Pending Service Completion
Next Billing Step
Wait for service completion before billing handoff.
Priority
Normal
Row 7
Job
DS-2426
Customer
Codex Sync Test 010149
Phone
7345550199
Service
Website Quote Request
Department
Dispatch
Status
Awaiting Technician
Invoice State
Pending Service Completion
Next Billing Step
Wait for service completion before billing handoff.
Priority
Normal
Row 8
Job
DS-2427
Customer
Codex Test Lead
Phone
555-555-5555
Service
Website Quote Request
Department
Dispatch
Status
Awaiting Technician
Invoice State
Pending Service Completion
Next Billing Step
Wait for service completion before billing handoff.
Priority
Normal
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