Customer Work Ticket ID not showing on Invoice
Issue/Symptom/Question
We have the Customer Work Ticket ID feature enabled for certain customers but it's not printing on their invoices.Â
Applies To
PENTA for Windows
Service Management > Work Order Information > Work Orders
Service Management > Invoicing > Setup > Work Order Invoice Layouts
Resolution/Fix/Answer
If you would like the "Customer Work Ticket ID" to print on Invoices, you need to add it to the Work Order Invoice Layout.Â
1) Service Management > Invoicing > Setup > Work Order Invoice Layouts
2) Query the Layout # being used
3) Navigate to "Invoice Grouping" and click the "Insert" button to add a new record
4) Using the drop down menu under "Group", select "Customer Work Ticket ID"
5) Close out of the window to save your changesÂ