Creating a new Invoice for the same job in SuccessWare21

To create a new invoice, you must do the following:

  1. Log into SuccessWare21
  2. Click on the 21 icon
  3. Click on Customer Service
  4. Click on Call Center
  5. Double-click on the job in question
  6. Press F10
  7. Click the + button in the top-left corner of the invoice screen (to the right of the invoice number)

Hit Yes to the prompt asking if you would like to create a new invoice for the job            

 Right-click on the current job on the call center, and choose Add Call, and then Browse

Click and drag the call from the bottom-left box up to the tech's schedule.

Choose No on the Keep Assignments pop-up.                                  



If the technician is already marked as onsite, they must tap the Reload Assignments button under the Settings menu in SWRemote.    
Click here for instructions on reloading assignment data.

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