{"id":12379,"date":"2023-07-08T07:07:46","date_gmt":"2023-07-08T01:37:46","guid":{"rendered":"https:\/\/moiboo.com\/support\/docs\/rogan-documentation\/faqs\/invoice-12083\/how-to-convert-invoice-from-job-card\/"},"modified":"2026-02-21T11:40:39","modified_gmt":"2026-02-21T06:10:39","slug":"how-to-convert-invoice-from-job-card-12379","status":"publish","type":"docs","link":"https:\/\/moiboo.com\/support\/docs\/rogan-documentation\/faqs\/invoice-12083\/how-to-convert-invoice-from-job-card-12379\/","title":{"rendered":"How To Convert Invoice From Job Card"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"12379\" class=\"elementor elementor-12379\">\n\t\t\t\t<div class=\"elementor-element elementor-element-fd52918 e-flex e-con-boxed e-con e-parent\" data-id=\"fd52918\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c50f0af elementor-widget elementor-widget-text-editor\" data-id=\"c50f0af\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><\/p>\n<p class=\"wp-block-paragraph\">An invoice is&nbsp;an itemized list that records the products or services you provided to your customers, the total amount due, and a method for them to pay you for those items or services&#8230;<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c9f199d e-flex e-con-boxed e-con e-parent\" data-id=\"c9f199d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0bfc212 elementor-widget elementor-widget-video\" data-id=\"0bfc212\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;youtube_url&quot;:&quot;https:\\\/\\\/www.youtube.com\\\/watch?v=XHOmBV4js_E&quot;,&quot;video_type&quot;:&quot;youtube&quot;,&quot;controls&quot;:&quot;yes&quot;}\" data-widget_type=\"video.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-wrapper elementor-open-inline\">\n\t\t\t<div class=\"elementor-video\"><\/div>\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-689a021 e-flex e-con-boxed e-con e-parent\" data-id=\"689a021\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ba98e65 elementor-widget elementor-widget-text-editor\" data-id=\"ba98e65\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Once the job is completed, we need to create the invoice and send it to the customer. <em><\/em><\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">&nbsp;Step1 &gt; Go to \u201cJob Sheet\u201d under \u201cJob Card\u201d<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">&nbsp;Step 2 &gt; Click on Completed tab<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">&nbsp;Step 3 &gt; Choose the customer, Go To \u201cAction\u201d &amp; click on \u201cConvert to Invoice\u201d<\/p>\n<p><\/p>\n<p><\/p>\n<figure class=\"wp-block-image size-full is-resized\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1371\" height=\"761\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/Ws9.jpg\" alt=\"\" class=\"wp-image-13514\" style=\"width:429px;height:auto\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/Ws9.jpg 1371w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/Ws9-300x167.jpg 300w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/Ws9-1024x568.jpg 1024w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/Ws9-768x426.jpg 768w\" sizes=\"(max-width: 1371px) 100vw, 1371px\" \/><\/figure>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Step 4 &gt; Moiboo will automatically fetch the customer\u2019s details from the job card.<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Step 5 &gt; Add the Invoice date<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Step 6 &gt; The product details will be directly fetched from the job card, including quantity, units, price, and taxes. In case of any changes, you can amend the details.<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Step 7 &gt; The vehicle information will be displayed here.<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Step 8 &gt; Finally Save the Invoice.<\/p>\n<p><\/p>\n<p><\/p>\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" width=\"898\" height=\"1024\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/Ws-10-898x1024.jpg\" alt=\"\" class=\"wp-image-13516\" style=\"width:629px;height:auto\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/Ws-10-898x1024.jpg 898w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/Ws-10-263x300.jpg 263w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/Ws-10-768x875.jpg 768w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/Ws-10-1347x1536.jpg 1347w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/Ws-10-80x90.jpg 80w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/Ws-10.jpg 1401w\" sizes=\"(max-width: 898px) 100vw, 898px\" \/><\/figure>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Now your Invoice is saved and ready to be sent to your customer. You can print&nbsp;the Invoice and send it to your customer. Alternatively, you can send an email, or WhatsApp the Invoice directly to your customer.<\/p>\n<p><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">Step 9 &gt; Under Income tab select Invoice, choose the customer, click on&nbsp; \u201caction\u201d button and there are many options available to choose and execute according to your requirement.<\/p>\n<p><\/p>\n<p><\/p>\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"690\" height=\"516\" src=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS-11.jpg\" alt=\"\" class=\"wp-image-13517\" style=\"width:621px;height:auto\" srcset=\"https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS-11.jpg 690w, https:\/\/moiboo.com\/support\/wp-content\/uploads\/2023\/12\/WS-11-300x224.jpg 300w\" sizes=\"(max-width: 690px) 100vw, 690px\" \/><\/figure>\n<p><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>An invoice is&nbsp;an itemized list that records the products or services you provided to your customers, the total amount due, and a method for them to pay you for those items or services&#8230; https:\/\/www.youtube.com\/watch?v=XHOmBV4js_E Once the job is completed, we need to create the invoice and send it to the customer. &nbsp;Step1 &gt; Go to [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":12083,"menu_order":4,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-12379","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"_links":{"self":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/12379","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/comments?post=12379"}],"version-history":[{"count":11,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/12379\/revisions"}],"predecessor-version":[{"id":14114,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/12379\/revisions\/14114"}],"up":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/12083"}],"wp:attachment":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/media?parent=12379"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/doc_tag?post=12379"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}