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. Let’s start with Work Orders first…
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 Discrepancy.
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 Invoice.
Scroll to the Labor section.
Cclick either the +Add or Edit button to open the Labor Item screen:
You may have to click on the “Click Here for Flat Rate” button, to get on the right screen:
On the Labor Edit screen, you can:
-Make the Labor Taxable, or not
-Give the Repair/Labor item a name
-Type in the Rate amount
-Fill in the Details box (this section will print out when you select the Print Line Item Details button):
Be sure to click the SAVE button, then the Return to Invoice button.
The Details section will print out when you click the Print Line Item Details button:
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