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Invoices/Quotes and Purchase Orders
Invoices/Quotes and Purchase Orders
A collection of guides on Invoices/Quotes and Purchase Orders
Articles
Create a Quote
How to create Quotes on Desktop and Mobile
Purchase Orders
A description on Purchase orders, how to add suppliers and how to add a Purchase order.
Create a Job from a Quote
How to turn a Quote into a Job
FE Codes
How to use Fast Entry Codes to add Tasks to Jobs / Quotes / Invoices etc.
Part Codes
How to use Part Codes to add Parts to a Job / Quote / Invoice etc.
Invoices
A explanation of Invoicing and its functionality
Managing Suppliers in WorkPal
The Suppliers section in WorkPal allows you to store and manage a list of your suppliers, vendors, or service providers. These entries are essential when creating and managing Purchase Orders within the system. Having your suppliers correctly set up ensures smooth procurement processes and accurate record-keeping.
Quotes on Mobile
A guide to creating Quotes on Mobile Devices
Creating a Quote Template for Routine Jobs
How to create and use a Quote template
VAT Rates
A breakdown of the VAT Rates work within WorkPal
Invoice on job complete
A brief tutorial on how to automatically create an invoice when a job completes.
How to manually add a nominal code.
An explanation on how to manually add custom nominal codes
Nominal codes
A brief explanation of what nominal codes are and how to utilise them on WorkPal.
Remote sign off
Explaining how we can send off a quote/Job Sheets to be signed.
Updating Invoice Date
A guide on updating the date you want shown on your invoices.
How to set the Invoice to use Site Details instead of Client Details
How to switch between Client or Site Address on invoices