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Home > Success Center > Web Help Desk (WHD) > Web Help Desk Administrator Guide > Set up the application > Perform invoicing

Perform invoicing

Created by Steve.Hawkins, last modified by Anthony.Rinaldi on Jul 18, 2016

Views: 13 Votes: 0 Revisions: 6

Set up your company contacts in Web Help Desk for each billing invoice. When completed, you can generate an invoice or quote from a ticket.

Specify a company contact for invoices

  1. Click Setup and select Parts & Billing > Invoicing Options. 
  2. In the Invoicing tab, enter the appropriate contact information.

    Click the tooltips for more information.

  3. (Optional) Click the Logo tab.
  4. (Optional) Upload a .gif or .png file containing your company logo.
  5. Click Save. 

Generate a PDF invoice or quote from a ticket

  1. In the toolbar, click Tickets and select Search Tickets.
  2. In the Basic Search or Advanced Search tab windows, enter the appropriate search criteria for your ticket, and then click Search.
  3. In the search results, click the appropriate ticket number.
  4. Click the Parts & Billing tab. 
  5. Select the type of PDF you want to generate.
  6. Click the PDF icon.
 
Last modified
14:37, 18 Jul 2016

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