No service workorders ready for invoicing

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If the main QBI screen displays as the screen shot below:

 

Noinvoiceableworkorders

 

As the message states - there are no service workorders that meet the four setting requirements to be able to have QBI ready them for invoicing into QuickBooks.

 

If you do have service workorders that you know are ready for invoicing but the above message displays, do the following 6 steps:

 

 

1. Confirm that the workorder's Service Completed field is check-marked

2. The Closed field is not check-marked

3. The Invoice #: field is empty

4. The Workorder Status is set to that selected in Preferences for Billable Workorder Status <screen shot below  of workorder status may not reflect what you have actually selected in your preferences>

InvoiceRequirements1

 

5. If you made any changes to the workorder, be sure to Save & Exit.

6. In QBI, select the menu option Invoices -> Refresh invoices so that QBI checks to see if there now are workorders that are ready for invoicing

RefreshInvoices

 

NOTE: QBI only obtains QuickBooks and AyaNova information when QBI first loads - so if you enter new information such as have set workorders ready for invoicing, QBI will not be aware of it unless you exit out of QBI and restart it, or you refresh so that you can invoice.