Getting Started

To view your organization's list of Billing Records, click the "Billing" button on the MRO Manager Navigation Tab.

Create Billing Quotes for Repair Orders in Bulk

You can generate your Billing Quotes in bulk in the Repair Order List.

Step 1: Select the Repair Orders you want to Create Quotes for in the Repair Order List.

Step 2: Click “Bulk Update” and select “Create Customer Quotes” in the dropdown list.

Step 3: Select Billing Profile from the dropdown list.

📘

Billing Profile information

The Billing Profiles saved on the platform help you to automate the creation of your billing quotes. When a Billing Profile is selected, information such as default payment terms, quote currency, billing and shipping information will be populated automatically.

Step 4: If Billing Profile is in a different currency, a currency conversion information field will appear.

📘

If the Billing Profile involves multiple currencies, multiple currency conversion information fields will be generated.

Step 5: Once all the relevant information is filled in, click “Create” to create quotes.

Step 6: A green banner will appear at the top of the Billing Records List when created successfully.

Billing Records Layout

The MRO Manager, Billing Records List, shows the Quote your organization has created/received.

Searching on Billing Records

The Search Bar on the Billing Records List allows you to search for specific Quotes within your organization. You can use a variety of parameters to search for your Billing Records.

Exporting Billing Records List

You can export your Billing Records to view or update them from the platform.

Step 1: Click the checkbox on the leftmost column of the Billing Records you want to select.

Step 2: The option to Export will appear on the top of the Billing Records List. Click "Export" to choose the template you want to export.

Step 3: Your template will be downloaded onto your local computer immediately.

Step 4: You may open the template in Excel format and view the data on your computer.

Updating Billing Records Status

There are two different status updates for your Billing Records.

Option 1: Update Billing Records Status to Open

Option 2: Update Billing Records Status to "Accepted"," Rejected", "Cancelled", or "Expired"

Option 1: Update Billing Records Status to Open

Step 1: To update the statuses of Billing Records, select the checkbox at the leftmost column of the Billing Records List.

Step 2: The “Update Status” option will appear on the top of the Billing Records List. Click "Update Status" to proceed.

Step 3: Once you click "Update Status", there will be a pop-up window to update your Quote statuses.

Step 4: Under the Status dropdown list, select "Open".

📘

The "Quote Issued Date" field will only be enabled when the Quote Status is changed to "Open."

Step 5: Once you have updated the statuses of your Billing Records, click "Update" to confirm your selection.

🚧

Please confirm your Quote Status is correct before clicking "Update". This action cannot be undone.

Step 5: Once your Quote statuses are successfully updated, a green banner will appear at the top of the Billing Records List.

Option 2: Update Billing Records Status to "Accepted"," Rejected", "Cancelled", or "Expired"

🚧

Once your Billing Records are updated to "Accepted"," Rejected", "Cancelled", or "Expired", they cannot be reverted to "Open", and the status cannot be changed/edited.

Step 1: To update the statuses of Billing Records, select the checkbox at the leftmost column of the Billing Records List.

Step 2: The “Update Status” option will appear on the top of the Billing Records List. Click "Update Status" to proceed.

📘

Billing Records for which status is not “Draft” or “Open” or you are a customer will be excluded.

Step 3: Once you click "Update Status", there will be a pop-up window to update your Quote statuses.

Step 4: Under the Status dropdown list, select “Accepted”,” Rejected”, “Cancelled”, or “Expired”.

Step 5: Once you have updated the statuses of your Billing Records, click “Update” to confirm your selection.

🚧

Please confirm your Quote Status is correct before clicking “Update”. This action cannot be undone.

Step 6: Once your Quote statuses are successfully updated, a green banner will appear at the top of the Billing Records List.

Sharing “Open” Quote with customers via Email

Step 1: To begin, select the checkbox at the leftmost column of the Billing Records List.

Step 2: Click “Share with Customer”.

📘

Quote will be sent via email to Contact Email listed in Billing Address. Quote in which status is not “Open” will be excluded.

Step 3: A green message will appear at the bottom right corner of the Billing Records List when Quote is shared with the customer successfully.

📘

If there are missing details in your Quote, a pop-up will indicate which Quotes are missing contact details.

Step 4: You and your customer will receive the Quote document in your email that is generated through the platform.