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Invoicing a Quote

  • Updated

Once the work is completed, use the DMS-generated invoice number to invoice the quote. 

To invoice the completed quote: 

  1. Search for and open the quote. (Click here for instructions.)
  2. Click Invoice. 
    5149_InvoiceQuote1.jpg
  3. Type in the Invoice No. and Invoice Date.
    5149_InvoiceQuote2.jpg
  4. Click Invoice. 
  5. The fleet customer will receive the invoice. The transaction will be included in the next batch of reports. 

KB Article #5149

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