A Workshop Invoice in Flovix is used to record and bill vehicle repair, maintenance, diagnostics, labor, and spare parts provided to a customer. It ensures that all workshop activities are accurately documented, helping businesses maintain organized service records and professional customer billing.
Accessing the Workshop Invoice Screen
To create a new workshop invoice:
Log in to your Flovix account.
Navigate to the Workshop module.
Open Workshop Invoices.
Click Add Invoice to create a new invoice.
The invoice creation screen will open, allowing you to enter customer, vehicle, service, and billing information.
Select the Customer
Begin by selecting the customer associated with the repair order.
Choose an existing customer from the Customer field.
If the customer does not exist, create a new customer record directly from the invoice screen.
Verify the customer's contact information before proceeding.
Accurate customer information ensures proper billing and service history tracking.
Select the Vehicle
After selecting the customer, choose the vehicle being serviced.
The vehicle details may include:
- Vehicle Plate Number
- VIN (Vehicle Identification Number)
- Make and Model
- Manufacturing Year
- Engine Number
Selecting the correct vehicle links the invoice to the customer's service history and maintenance records.
Add Service and Repair Information
Enter the repair details performed on the vehicle.
This may include:
- Maintenance services
- Mechanical repairs
- Electrical repairs
- Diagnostic services
- Inspection services
- Labor charges
Provide a clear description of the work completed to maintain accurate workshop records.
Add Products and Spare Parts
To bill parts used during the repair:
Click Add Item.
Select the required product or spare part.
Enter the quantity used.
Verify the unit price and total amount.
Examples include:
- Engine Oil
- Oil Filters
- Brake Pads
- Air Filters
- Spark Plugs
- Batteries
- Tires
Flovix automatically calculates item totals based on quantity and pricing.
Apply Taxes and Discounts
If applicable:
Select the appropriate tax rate.
Apply any customer discount or promotional discount.
Review the updated invoice total.
The system automatically recalculates the subtotal, tax amount, discount amount, and grand total.
Add Additional Notes
Use the available notes fields to record important information such as:
- Customer instructions
- Repair recommendations
- Service observations
- Warranty information
- Internal workshop notes
Detailed notes improve communication and provide valuable reference for future service visits.
Review the Invoice
Before saving, carefully review:
- Customer information
- Vehicle details
- Services performed
- Products and spare parts
- Quantities and prices
- Taxes and discounts
- Final invoice amount
A final review helps ensure invoice accuracy and reduces billing errors.
Save the Workshop Invoice
Once all information has been verified:
Click Save Invoice.
Flovix will generate a unique invoice number automatically.
The invoice will be recorded in the system and become available in the Workshop Invoice List.
Print or Share the Invoice
After saving the invoice, you can:
- Print a professional invoice for the customer.
- Download the invoice as a PDF.
- Share the invoice electronically when supported by your configuration.
This provides customers with a complete record of services and charges.
Benefits of Workshop Invoicing in Flovix
Using Workshop Invoices in Flovix helps businesses:
- Maintain complete vehicle service histories.
- Track labor and spare part usage accurately.
- Generate professional customer invoices.
- Improve workshop productivity and billing accuracy.
- Simplify record keeping and reporting.
- Enhance customer satisfaction through transparent billing.
The Workshop Invoice feature in Flovix provides a structured and efficient way to manage repair billing, service records, labor charges, and spare part sales. By accurately recording every service transaction, workshops can improve operational efficiency, maintain organized customer records, and deliver a professional invoicing experience.