Creating a New Service Order from an invoice.
Search for the invoice through Quick Search ‘Invoices’ or ‘Customers’ to find the appropriate invoice with the appropriate item that needs a service order.
Select ‘Details’ on the correct line item of the invoice.
Select the ‘Service’ Tab
Type in the trouble that the customer is reporting
Select Create Service Request
At this point, the Service Order Number, Date, and Status will appear. To view the Service Order select ‘Show Service Request’ or search for the Service Order in Quick Search.
