Invoicing and payments

Invoicing closes the ticket: it records the payment, deducts stock, saves the vehicle's mileage, and prints the customer copy. Once a ticket is an invoice its lines and totals are final.

Before you click Invoice #

Flux checks the ticket when you close it and outlines anything missing in red:

• Type must be Work Order (switch an estimate first).
• At least one Technician in the Details card.
• A customer with an address (Address 1, City, and Zip), and a vehicle or No Vehicle.
• Current Mileage on the Vehicle card when a vehicle is attached.
• Every line has a retail price. Part and tire lines also need a Vendor and Cost; outside purchases need the supplier's Invoice #; tires need a DOT Number. Declined lines are skipped.

Closing the ticket #

1. Click Invoice at the bottom of the ticket. The Invoice panel opens.
2. The payment row shows your store's default method and the Grand Total. Change the method if needed. Check-type methods ask for a Check Number.
3. To split the payment, click Add Payment. The new row is pre-filled with the remaining balance. The rows must add up exactly to the Grand Total.
4. Click Close Ticket. The invoice prints, and you return to the Dashboard.

Charge accounts #

To invoice a fleet or dealer who pays later, choose a payment method marked Open, such as House Account. The ticket closes as normal, and the balance sits on the Accounts Receivable report until you record the payment there. See Charge accounts and statements.

The margin colour #

The Close Ticket button and the % box beside it show the ticket's margin: the price before tax minus part and tire cost, as a share of the price before tax. Labor counts as full margin.

• Green: 30% or better.
• Yellow: under 30%.
• Red: you are losing money on the parts.

Fix a low margin before closing by checking the retail prices and costs on the part lines. Invoices under 30% also show up on the Low Margin Invoices report.

After invoicing #

The ticket opens read-only. Print reprints it on the invoice layout and Inspection Report still opens. Nothing else can be changed.

Changing how it was paid: an admin can open the invoice, click Invoice, enter the correct payment rows, and Close Ticket again. Only the payments change; the lines, totals, inventory, and invoice date stay as they were.

Deleting an invoice: an admin can delete an invoiced ticket with Delete Invoice at the top of the page. Flux reverses it: the payments are removed so Posted Totals and Accounts Receivable no longer count them, stock parts go back into inventory, and any reminders the invoice created are cancelled. The ticket stays on file and appears on the Deleted Orders report under the day it was deleted.

Use that for tickets invoiced in error. For a genuine refund or return, write a correcting ticket instead so the original sale stays on record.