Explaining the process to generate in invoice for an order directly from EZ QC
Within EZ you can now right click on and order, or a set of orders and select “Generate Invoices”. This will prompt EZ to go back into Pinnacle and attempt to create an invoice for all selected orders. Once generated, a PDF of that invoice will import into EZ and be attached to the selected work order. If an invoice had previously been created for a work order, we would import that invoice PDF and attach it to the order.
To properly generate invoices, you will need a few things to happen.
First, all the parts on the order in EZ will need to be in a Complete Quality status.
From there an invoice can be generated on any order where the customer is set up on a charge account, if they have a cash balance of $0, or if the payment type is COD.
EZ will display whether your invoice was generated successfully or if it fails. If your Invoice fails to promote from within EZ it will list the reason why. You simply need to go back into Pinnacle, make any adjustments necessary, then create the invoice from there. Once the invoice is created in Pinnacle you can select “generate invoice” again in EZ to pull over the PDF.
