A Repair Invoice is a separate invoice type used when you are repairing a customer's existing equipment rather than selling and installing new equipment. It gives you a clean way to filter repair work out of your retail sales reporting and identifies the transaction as service work at a glance.

To create one

  1. Go to Point of Sale > Invoicing > "+ New Invoice" (or from the customer detail page).
  2. Pick "Repair Invoice" from the type selector at the top of the new-invoice form.
  3. Select or search for the customer.
  4. Select the vehicle (or piece of equipment) being repaired.
  5. Add labor lines for the repair work (description, hours, rate). Add product lines for any parts used.
  6. Click "Save" to create the invoice.

A Repair Invoice behaves the same as a standard customer invoice in most ways: it deducts stock when posted, takes payments, supports refunds, and can have a work order linked to it. The differences:

  • The type is recorded as "repair" and shows an orange "Repair" badge in the invoice list, so you can see repair work at a glance
  • The Referral Source field is hidden (repair work is rarely tied to a marketing channel)
  • The Schedule button (used to drop a sales install onto the calendar) is hidden - use the work order flow for repair scheduling instead

To see only repair invoices: in the sidebar, open Point of Sale > Invoicing > Repair Invoices, or on the All Invoices page set Type to "Repair".

Linking a Repair Invoice to a Work Order

If the repair has labor lines, the invoice detail page shows a "Create Work Order" button. Click it to spawn a work order, optionally pre-assigning a bay and technician. Once created, the work order and the invoice are mutually linked.

When to use Repair Invoice vs Standard Invoice

  • Repair Invoice: you are fixing something the customer already owns (re-cone a sub, replace a blown amp, diagnose a wiring issue)
  • Standard Invoice: you are selling and installing new product
  • Warranty Invoice: you are honoring a warranty claim on something they bought from you (see How to Process a Warranty Claim)

Reporting: Repair invoices appear in Daily Sales and Drawer Summary the same as any other invoice. To break out repair vs. retail revenue specifically, use the Type filter on the invoice list, or filter your sales reports by type if the filter is available.