How to Add a “Flat Rate” to Invoices and Work Orders

If you’d like to create a “FLAT RATE” item in your Work Orders and / or Service Invoices, there’s a simple way to go about it, and there are several options to consider.

Flat Rate in Work Orders:

Open an existing Work Order, or create a New one.

Either Add a new Discrepancy, or click View to Edit an existing line.

Under the Assigned Mechanic section, leave the Labor Hours at 0.00 (zero).

In the Labor Rate box, type in your final Total Charges for the Flat Rate:

Click Save, and Return to Work Order button in the upper right hand corner.

If you click the Convert to Invoice button, this is how your Flat Rate will appear in the Invoice:

Flat Rate in Invoices:

Open an existing Invoice, or create a New one.

Go to the Labor section.  Add a new item, or Edit an existing line:

Click the “Click Here for Flat Rate” button:

Type in the Labor line description, Flat Rate, and Details.

*Please Note:  the Details information will NOT appear in the Labor line of the Invoice, but will appear when clicking the “Print Line Item Details” button:

Older, alternative methods to add a Flat Rate still work, as well.  Here are those methods:

Alternative 1:  The Labor section in Work Orders:

If you prefer to start your Inspection process through Work Orders first, then convert it to an Invoice later, you can add a Labor Rate of Qty of 1, and the final charge.

For example.  Add a 1 for the Hours, and make the rate whatever you charge as your flat rate, for example: $1350.00.

This will then transfer over into your Invoice, after it clicking the “Convert to Invoice” button at the top of your Work Order.

Open the newly created Invoice, and view the Flat rate in the Labor section of the Invoice.  You can make the line taxable, or not.

Alternative 2:  The Labor section in Invoices:

You can manually enter a Labor line, with Qty 1 and the Flat Rate of let’s say $1350.00, for example.   You can make it taxable, or not.

Alternative 3:  The Misc section in Invoices:

Go to the “Misc” section of the form, near the bottom.  Add a new item.

Title the line whatever you like, for example:  “Flat Rate Annual Inspection”.  You can make this taxable, or not.  Click Save, then Return to Report.

The new Item will be added to your Invoice.   Click the Print Invoice button at the top left of your screen to view how your Customer’s will see it.

There are numerous ways to accomplish the same result.  Choose the method that works best for you.

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Author: April Zook

April Zook enjoys announcing news and updates for the The A.D. Toolbox Online, which is an IA Regulatory Library and more, produced by Zook Aviation. Come visit our site at www.AirworthinessDirectives.com for all your Regulatory needs, and more!