Invoice List

The Invoice List is where you find any invoice. It opens on your Draft invoices, the jobs still open, and the DRAFT, FINALIZED, VOID and QUICK SALES buttons switch between them. Each row shows the Invoice #, Lic. Plate #, Date, Amount, vehicle, customer, how long the car has been In the Shop, and the Service Time. Above the table, Total shows how many invoices match and what they add up to. Click any row to open the invoice.

5 how-to answers 2 screenshots Open in ARM Markdown

How do I find an invoice? #

From the Home Screen, click Invoices → Invoice List.
Type a customer name, phone number, plate, VIN or invoice number in Search and click SEARCH. A search looks through every invoice, draft, finalized and void alike, and the letter in the Action column tells you which each one is.
To narrow by date, click From : To :, pick a range such as This Month or Last 30 Days, and click Apply. On the Finalized view the dates are the finalized dates.
To see only paid or unpaid invoices, choose Paid In Full or Unpaid/Partial Paid in Select Type.
Click SHOW ALL to clear everything and go back to the Draft view.

What do the letters and buttons in the Action column mean? #

From the Home Screen, click Invoices → Invoice List.
D is a Draft and F is a Finalized invoice; click either to open its PDF. R, in red, is a finalized invoice that has been refunded. V, in red, is a Void. A green Q is a finalized quick sale, and O marks an invoice written offline.
On a draft, SMS opens the text conversation with the customer. It turns red when the customer has texted you and nobody has replied yet.
On a finalized invoice, SMS texts the invoice to the customer and Email emails it. ARM asks you to confirm first.

How do I time how long a job takes? #

From the Home Screen, click Invoices → Invoice List.
In the Service Time column, a red OFF button means the timer is stopped. Click it to start timing the job; it turns green and reads ON.
Click the green ON button to stop the timer. The time adds up each time you start and stop it, and it stops by itself when the invoice is finalized.
Your shop may ask for a password to start or stop the timer.

What does the Gross Profit % column show? #

From the Home Screen, click Invoices → Invoice List.
Owners and administrators see Gross Profit %: how much of the sale is profit after the cost of the parts and outside purchases.
Green is a healthy profit, orange is moderate and red is low. Your shop sets the levels in System Setup Tools.
Click the percentage to open the Gross Profit Detail Report, which breaks it down by package.

How do I print several finalized invoices at once? #

From the Home Screen, click Invoices → Invoice List.
Click FINALIZED.
Tick the invoices you want, or tick the box in the Action heading to select them all.
Click Print PDF. ARM opens one PDF with all of them. Your shop may ask for a password.