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Help articles

In this section of the Billit website, you will find manuals and explanations about all the features in Billit. You can find help articles using the search function or through the menu structure on the left which follows the menu-structure in Billit.

Work orders

  • Using work orders in Billit

    Billit doesn't have a built-in function for work orders yet but you can easily create work orders by changing the layout of a quote, delivery note or order forrm.

    Create a new corporate style for a quote, delivery note or order form and change the title and name of the layout template to 'Work order'.

    Create three extra fields in the customer file: 'Time started', 'Time stopped' and 'construction site'. Now add these fields to the work order layout.

    When you create a quote, delivery note or order form you can now choose the layout 'work order' to convert the document to a work order. You can fill in the start and end times in the customer file. Afterwards, you can easily convert the document to a real invoice by selecting it from the list and clicking the orange 'Invoice' button.