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Generate Customer invoice

This Task is:

  • triggered when the following Tasks are completed:
    • Confirm Monitoring Setup.
    • Upload STC Assignment Form.
    • Update Asset Serial Numbers.
    • Upload Regulatory Documents.
    • Start Meter Upgrade.
  • for on-app and off-app Jobs.
  • done by Principal Payments.

This is a prompt for you to review the Quote and create the customer's invoice in an external invoicing platform.

Next Task​

Steps​

To complete this task:

  1. View Quote and Job details
  2. Create a Customer invoice in the relevant invoicing platform.
  3. Click Complete.