From a5ccad470f936c0509935046c9c297db6446273b Mon Sep 17 00:00:00 2001 From: John Cardinal Date: Mon, 18 Jul 2022 00:11:43 +0000 Subject: [PATCH] --- docs/docs/invoicing-fix-price.md | 3 --- docs/docs/invoicing-fix-unlinked.md | 3 --- docs/docs/invoicing-howto.md | 17 ++++++++++++++--- docs/docs/invoicing-no-wo-ready.md | 18 ------------------ docs/mkdocs.yml | 3 --- 5 files changed, 14 insertions(+), 30 deletions(-) delete mode 100644 docs/docs/invoicing-fix-price.md delete mode 100644 docs/docs/invoicing-fix-unlinked.md delete mode 100644 docs/docs/invoicing-no-wo-ready.md diff --git a/docs/docs/invoicing-fix-price.md b/docs/docs/invoicing-fix-price.md deleted file mode 100644 index b91fda2..0000000 --- a/docs/docs/invoicing-fix-price.md +++ /dev/null @@ -1,3 +0,0 @@ -# Test page - -## TEST PAGE diff --git a/docs/docs/invoicing-fix-unlinked.md b/docs/docs/invoicing-fix-unlinked.md deleted file mode 100644 index 9f4ecb5..0000000 --- a/docs/docs/invoicing-fix-unlinked.md +++ /dev/null @@ -1,3 +0,0 @@ -# Fixing unlinked objects - -If a Work order is not able to be \ No newline at end of file diff --git a/docs/docs/invoicing-howto.md b/docs/docs/invoicing-howto.md index a229167..e9d7d29 100644 --- a/docs/docs/invoicing-howto.md +++ b/docs/docs/invoicing-howto.md @@ -78,10 +78,21 @@ _Parmanent fix_ - this change survives restarting QBI before invoicing. The last work order in the list has no error icon and is [ready to be invoiced](invoicing-single-vs-multiple.md) now. -## No workorders ready to invoice +## No invoiceable work orders found If QBI doesn't find _any_ Work orders ready to Invoice you will instead see the "No invoiceable workorders found..." display: -![main no workorders ready to invoice](img/main-no-invoiceable-workorders.png) +![main No invoiceable work orders found](img/main-no-invoiceable-workorders.png) -See the No workorders ready to invoice [documentation page](invoicing-no-wo-ready.md) to fix this situation. +The message will show your particular requirements for work orders to be available for invoicing that were set during setting preferences and may differ from that seen above. + +Work orders will be available and displayed if they have: + +- an empty "Invoice number" field +- a matching [Work order status](https://www.ayanova.com/docs/svc-work-order-status/) set as the one selected in the [Billable Work order status](install-preferences.md#billable-work-order-status) preferences setting + +### Refresh invoices + +QBI doesn't keep a live connection to AyaNova so if you make changes in AyaNova to work orders so that they will meet the requirements above, you will need to tell QBI to check AyaNova again for those work orders by using the "Refresh invoices" menu item: + +![main menu refresh invoices](img/main-menu-invoice-refresh-invoices-item.png) diff --git a/docs/docs/invoicing-no-wo-ready.md b/docs/docs/invoicing-no-wo-ready.md deleted file mode 100644 index 4a86d1c..0000000 --- a/docs/docs/invoicing-no-wo-ready.md +++ /dev/null @@ -1,18 +0,0 @@ -# No invoiceable work orders found - -If QBI doesn't find _any_ Work orders ready to Invoice you will instead see the "No invoiceable workorders found..." display: - -![main no workorders ready to invoice](img/main-no-invoiceable-workorders.png) - -The message will show the requirements for work orders to be available for invoicing that were set during setting preferences and may differ from that seen above. - -Work orders will be available and displayed if they have: - -- an empty "Invoice number" field -- a matching [Work order status](https://www.ayanova.com/docs/svc-work-order-status/) set as the one selected in the [Billable Work order status](install-preferences.md#billable-work-order-status) preferences setting - -## Refresh invoices - -QBI doesn't keep a live connection to AyaNova so if you make changes in AyaNova to work orders so that they will meet the requirements above, you will need to tell QBI to check AyaNova again for those work orders by using the "Refresh invoices" menu item: - -![main menu refresh invoices](img/main-menu-invoice-refresh-invoices-item.png) diff --git a/docs/mkdocs.yml b/docs/mkdocs.yml index 9f027b1..3af9ad3 100644 --- a/docs/mkdocs.yml +++ b/docs/mkdocs.yml @@ -39,9 +39,6 @@ nav: - 'Descriptive text': 'invoice-descriptive-text.md' - Invoicing: - 'How to invoice': 'invoicing-howto.md' - - 'No invoiceable work orders': 'invoicing-no-wo-ready.md' - - 'Fix unlinked objects': 'invoicing-fix-unlinked.md' - - 'Fix price issues': 'invoicing-fix-price.md' - 'Taxes': 'invoicing-taxes.md' - 'Parts': 'invoicing-parts.md' - 'Rates charges': 'invoicing-rate-retail-charges.md'