How to Invoice a Warranty Service Job
23rd January 2015
Firstly, ensure that the customer’s details are correct from within the service record of DragonDMS, before entering the warranty company’s information under the Warranty/Insurance tab.
Next, if there is an excess payment to be paid by the customer then go to Invoicing > Invoice and enter it there.
When you are happy that you have completed the required fields correctly, you can then print separate invoices to both the customer and the warranty company.
Note, if there is 100% of payment to be invoiced to the warranty company, just print the warranty invoice only.
A detailed PDF of the process can be viewed, Here.