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Invoicing overview
Once you have completed setting preferences in QBI and linked objects you are ready to Invoice.
When QBI is started, unless there are errors or missing settings it will by default show a list of work orders available for Invoicing:
Problem work orders
In the image above you can see by the red exclamation circle icon in the row header at the left that the first three work orders have some issues to be fixed to allow them to be invoiced.
Usually this is caused by some objects on the work order that have not yet been linked to QuickBooks so QBI doesn't know how to invoice those objects yet or a price that varies between QuickBooks and AyaNova.
This can be avoided by ensuring you have linked all AyaNova objects to QuickBooks objects before getting here, however it's not unusual for a new item to be created in AyaNova so this provides a quick way to resolve these issues when they arise.
To fix these problems use the "Fix problems" menu option:
This will open the "Fix problems" form:
This form shows all the problems found on the problem work orders previously seen.
To fix each problem, click on the button in the "Fix" column for each item.
Missing link problems
If the issue is a missing link the fix will be to Link or if it's a Customer optionally Export that customer to QuickBooks.
Clicking on the Fix button will open the "Resolve AyaNova object" dialog box where you can link (or import if it's a Customer) the unmatched object:
Here you can select the QuickBooks object to link to the AyaNova object or in the case of a Customer an extra button is displayed allowing you to Export the Customer to QuickBooks.
Fixing this problem will cause it to be removed from the problem table.
Price mismatch problems
If the issue is a Part price that is different in AyaNova than it is in the linked QuickBooks Item you can use the "Resolve AyaNova object price" dialog box to fix this particular issue:
There are four possible ways to resolve this issue:
Use the workorder price as it is; even though it's different
Keep the retail price as it is in the AyaNova service workorder, and invoice out at that AyaNova retail price in the QuickBooks invoice.
Temporary fix - this setting is only kept until QBI is closed so if selected, but you close QBI before invoicing, you will need to select this again when you open QBI again as QBI will note again that there is a difference.
Set the workorder item's price to the QuickBooks price
Update the retail price and cost in the AyaNova service workorder to that of the QuickBooks Item, and invoice out at the QuickBooks retail price.
Permanent fix - this changes the workorder item part price in AyaNova immediately and saves it so it's still set this way even if you close QBI before invoicing.
Set the AyaNova object's default price to be the QuickBooks price from now on
Updates the retail price in the AyaNova service workorder to that of QuickBooks part, and updates the AyaNova Part's default retail price in the AyaNova Part object to that of the QuickBooks object, and invoices out at the QuickBooks retail price.
Parmanent fix - this change survives restarting QBI before invoicing.
Set the QuickBooks object's default price to be the AyaNova price from now on
Ready to invoice work orders
The last work order in the list has no error icon and is ready to be invoiced now.
No workorders ready to invoice
If QBI doesn't find any Work orders ready to Invoice you will instead see the "No invoiceable workorders found..." display:
See the No workorders ready to invoice documentation page to fix this situation.