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Job Card Creation and Service Assignment Guide
Invoice Creation and Payment Processing Guide
Invoice Creation and Payment Processing Guide
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Creating an Insurance Repair & Service Invoice
Step 1: Open the Invoice Creation Screen
Step 2: Enter the Invoice Subject
Step 3: Select Customer and Vehicle
Step 4: Configure Insurance Details
Step 5: Set the Department
Step 6: Add Parts to the Invoice
Step 7: Add and Configure Services
Step 8: Save the Invoice as Draft
Step 9: Activate the Invoice and Record Payment