Generate Invoices in QuickBooks

  • Once you have finalized your invoices you can either generate an invoice in QuickBooks or in Field Promax.

  • As mentioned in the previous module, your Technician inputs the Labor and Products information through the mobile app. Add and edit the pricing as required.

  • From the Actions menu click on “Send to QuickBooks”. This closes the work order in Field Promax and automatically generates an invoice in QuickBooks. This work order will now be placed under the Closed Work Orders tab

Generate Invoices in QuickBooksorder