How to Create the Perfect Invoice with RepairDesk

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Regardless of the industry, every repair business must establish a transparent customer charging system. Service estimates and invoices are an effective way to communicate bills upfront and with the needed explanation. How a relevant part was sourced and the billable hours it took to fix something, etc., everything is explained directly with a complete breakdown. 

However, manually creating such perfect invoices isn’t always doable. Moreover, it increases the chances of human error. Lo and behold, our superb Billing POS Software. Wondering how it works? We’ve built this guide to teach you! But first, let’s talk about why it’s the best choice. 

Why Choose RepairDesk Billing And Invoicing Software 

• User-friendly and integrable features
• Secure and hassle-free procedures 
• Automated and repair shop management software
• Multiple invoices, one payment
• Innovative third-party billing services
• Smart partial and split payment facilities 

Now that we know how useful this solution is, it’s time to utilize it. Here’s a comprehensive guide on using the product. 

How to Use RepairDesk Billing and Invoicing Software 

Create 

• On your account dashboard, locate the Repairs dropdown

• Find and click on Manage Invoices, which will take you to the listing page 
• On the screen, click onthe Create Invoice button

• You will be directed to a new page with all editable fields, such as:

• Once you are done editing, click Save to confirm the action

Customize 

• Click on Settings > Module Configuration > Invoices 
• You will be able to customize the following details:
  • Logo
  • Default Invoice Title
  • Default Payment Terms
  • Default Invoice Slogan 
  • Default invoice footer 
  • Default Terms & Conditions 
  • Invoice Template Design
  • Service Receipt Template 
  • Estimate Template
  • Thermal Receipts
  • Inventory Labels
  • RMA Labels 
  • Gift Card Template 

You will also be able to add internal notes, restrict user permissions, add service descriptions, control discount visibility, etc,. Learn more with this article on invoice design and customization. 

Manage 

Apart from creating and customizing repairshop invoices, you can also perform the following actions:

• Search Filter
• Export Invoices
• Graphical View
• Handle Multiple Invoices
• Recurring Billing
• Add a Payment
• View Payment History
• Send Multiple Invoice Reminders
• Change/edit Invoice Number
• Print Invoice

If you have questions about this module or need to explore it in depth, here’s a link to our official knowledge base article. 

Final Words 

RepairDesk has an amazing repair shop software that allows you to manage every aspect of your repair business. Our billing software is all you need to create and deliver professional invoices to your customers. Don’t trust us? See for yourself. Visit our website and get a demo now!