Transfer Parts / Labor / Miscellaneous / Equipment / Rental Equipment from One Work Order to Another Work Order

Modified on Thu, 12 Sep at 11:16 AM

1. Open Invoicing from General page.Screenshot of: Open Invoicing from General page.


2. Select work order to open.

Screenshot of: Select work order to open.


3. Transferring works exactly the same for Parts, Labor, Misc., Rental, or Equipment. For this example, we're using Parts.

Screenshot of: Transferring works exactly the same for Parts, Labor, Misc., Rental, or Equipment. For this example, we're using Parts.


4. Select line item under Parts tab that you'd like to transfer to another work order.

Screenshot of: Select line item under Parts tab that you'd like to transfer to another work order.


5. Enter invoice number of destination work order here.

Screenshot of: Enter invoice number of destination work order here.


6. Click blue arrow button to transfer line item to destination work order.

Screenshot of: Click blue arrow button to transfer line item to destination work order.


7. Click Update.

Screenshot of: Click Update.



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