The Workshop Invoice module in Flovix is used to create and manage invoices for workshop services and repairs. This section allows users to record billing details related to customers, vehicles, products, and repair services. It helps workshops generate accurate invoices and maintain proper financial records.
At the top of the screen, users can access system options such as notifications, help, apps, and language settings. The page also provides options such as Search, New, and List Invoices, allowing users to find existing invoices or create new ones.
When creating a new invoice, users can enter customer information, vehicle details, service items, and payment information. The system automatically calculates totals including discounts, taxes, and the final net payable amount.
The invoice form also allows users to add additional information such as customer notes, repair summary, and delivery details.
Step-by-Step Guide to Create a Workshop Invoice
Step 1: Open the Workshop Invoice Module
Navigate to the Workshop Invoice section in Flovix.
Use the available options:
Search – Find an existing invoice.
New – Create a new workshop invoice.
List Invoices – View all created invoices.
Click New to create a new invoice.
Step 2: Enter Customer Information
Select the Customer from the dropdown list.
This links the invoice to the correct customer account.
Step 3: Add Vehicle Information
Enter the vehicle details related to the repair or service.
Fields include:
Vehicle
Mileage (Kilometer)
Plate #
VIN
Model
These details help identify the vehicle associated with the service.
Step 4: Add Products or Services
Enter the service or product details included in the invoice.
Fields include:
Product Code
Description
Batch
Unit of Measure (UM)
Quantity
Price Each
Discount
The system automatically calculates the Amount for each item.
Step 5: Add Customer Notes or Repair Summary
Users can enter additional information in the following fields:
Customer Note – Special instructions from the customer.
Repair Summary / Note – Description of repair work or service performed.
Step 6: Enter Invoice Dates
Enter the required dates for the invoice.
Fields include:
Invoice Date
Delivery Date
These dates help track service completion and billing timelines.
Step 7: Apply Discounts and Taxes
The system allows applying discounts and taxes to the invoice.
Example:
Discount: 10%
Tax: VAT 10%
The system will automatically calculate the totals.
Step 8: Review Payment Details
The invoice summary displays the following totals:
Sub Total
Discount
Tax
Net Payable
Payment (Gift Card or other method)
Balance Due
This section helps track the final amount payable by the customer.
Benefits of Using Workshop Invoice
Generates accurate invoices for workshop services.
Keeps customer and vehicle billing records organized.
Automatically calculates discounts, taxes, and totals.
Stores repair notes and service details with the invoice.
Helps workshops track payments and outstanding balances efficiently.