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Add Unscheduled Invoice

Driver/rep steps on Encompass Mobile to add an unscheduled invoice for a customer from the Customers screen or My Day, then choose the route method. Includes a video. v23.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.01

Steps

How to Add an Unscheduled Invoice
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​From "Customers"
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1. To get started, tap "Customers" on the Encompass Mobile home screen.
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2. Search for the Customer the Unscheduled invoice will be made for by typing the name or locating them in the list provided.
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3. Then, tap "Add Unscheduled Invoice".
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4. To enter the Invoice Edit screen for the customer, select the intended route method.
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​From "My Day"
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1. Another way to add an unscheduled invoice is by tapping into "My Day".
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2. Then, select the Customer.
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3. Expand the Hamburger menu, and tap "Add Unscheduled Invoice".
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  • Also add an unscheduled invoice, by tapping "Available Invoices", and then tap the "Add Unscheduled Invoice" button.

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