Dynamics 365 Field Service: How to Convert a Work Order to an Invoice

October 2, 2020 Tanya Regna

Need to optimize your invoicing process for field services? With traditional field service management, this can be a highly manual task that’s error-prone and time-consuming. Not only does manual invoice creation waste time that workers could be spending on more valuable tasks, it can hurt your cash flow by slowing down billing. On top of that, invoices that contain errors or are slow to arrive reduce customer happiness and ultimately can hurt your bottom line 

Dynamics 365 Field Service changes all of this by streamlining and automating the invoice creation process. Once a work order is completed, you’ll save time and eliminate the potential for errors by converting work orders into invoicewith a single click. 
 

How to Convert a Work Order to an Invoice in D365 Field Service 
Here’s how easy it is to convert a work order to an invoice with Dynamics 365 Field Service. You can also see this in action by watching our quick demonstration video: 

How to Convert a Work Order to an Invoice in Microsoft Dynamics 365 Field Service

 

1. Start with a work order that is completed. That means all of the bookings have been entered and marked complete, all service tasks have been completed, required fields and services have been entered, and the work order has a substatus of ready for invoice.  

 

2. Just change the system status from open-completed to closed-posted, and this will automatically generate an invoice with the parts and service already entered. 

 

3. An employee can open and review the invoice, entering additional information if needed. The invoice number will tie back to the work order number, and the products and services will be displayed for easy review. The invoice date will be today’s date.  

 

4. Confirm the invoice. At this point it will get marked as billed and become read-only for editing, and will become available in your ERP system (if it’s integrated with Dynamics 365 Field Service).   

 

Optimizing Your Field Service Operations 
Just like converting a case to a work order, this process is incredibly simple and easy in Dynamics 365 Field ServiceThis is just one example of how this solution can connect and automate your field service center to transform those clunky, complicated processes into a smoothly running machine. You’ll boost your profits and stand out above the competition by accelerating your daily processes

Another amazing benefit of Dynamics 365 Field Service is its seamless integration with the other Dynamics 365 applications like Business Central and Finance, as well as Microsoft Power Platform. With all these tools combined, you can have truly seamless billing and financials, and connect data from across your business to gain an incredible level of insight.  

Western Computer is committed to educating and empowering our clients to understand the full potential of innovative business technology like Dynamics 365 Field Service. As solutions experts, we also know that every business has unique needs. That’s why we offer such a depth and breadth of applications and services, and tailor solutions to meet the exact needs of the organization. Contact us today to learn more about how you can use technology to transform your field service operations. 

About the Author

Tanya Regna

Tanya Regna is Western Computer’s Dynamics 365 Customer Engagement/CRM Project Manager and Solution Architect. Tanya is experienced in all phases of the software development life cycle, from requirements gathering through documentation, training, and go-live support. Tanya has worked with clients to ensure alignment of internal business requirements to best practices, extending the out of the box functionality of Dynamics 365 for Sales.

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