ARM Help

The Invoice Screen

The invoice screen is where the job is written. The left side holds the work: the Select Services buttons, grouped by business type, and below them the LABOR and PARTS tables. The right side holds STANDARD INFORMATION about the customer and vehicle, a column of quick buttons, the OIL / PARTS panel for this vehicle, the EDIT VEHICLE INFORMATION and EDIT CUSTOMER INFORMATION panels, and INVOICE AMOUNT DETAILS with the fees, discounts and totals. The Invoice # and date sit above the right side, and the words Draft Invoice or Finalized Invoice at the bottom tell you where the invoice stands. A saved invoice opens read-only, so nothing changes by accident until you click EDIT.

3 how-to answers 2 screenshots Open in ARM Markdown

How do I open an invoice I have already saved? #

  1. From the Home Screen, click Invoices → Invoice List.
  2. Find the invoice. The list opens on Draft invoices; click FINALIZED to see closed ones, or type a name, phone number, plate, VIN or invoice number in Search.
  3. Click anywhere on the invoice's row. The invoice opens read-only, with the full row of toolbar buttons at the top.
  4. Click EDIT, at the top or in the bar at the bottom of the screen, to change it.
  5. When you are finished, click SAVE, or SAVE & EXIT to save and go back to the Home Screen.
The invoice screen for a new invoice
The invoice screen for a new invoice
A saved invoice with its toolbar
A saved invoice with its toolbar

How do I leave an invoice without saving my changes? #

  1. From the Home Screen, click Invoices → Invoice List and open the invoice.
  2. Click CANCEL, at the top or in the bar at the bottom.
  3. ARM asks "Are you sure you want to cancel the changes you made to this invoice?" Click YES.
  4. On a saved invoice, click EXIT to go back to the list you came from.

Why does the invoice say someone else is editing it? #

  1. From the Home Screen, click Invoices → Invoice List and open the invoice.
  2. Only one person can edit an invoice at a time. If a co-worker has it open in Edit, ARM says "Sorry! You are not allowed to edit this invoice because user ... is already editing this invoice."
  3. Ask them to save or cancel. If they have walked away and left it open, click RELEASE INVOICE. Your shop may ask for a password first.
  4. The person who was editing is taken back to the Home Screen, and any changes they had not saved are lost.

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