Also covers: Work order not showing up in Work Orders section after being created — work order missing from completed or active filters — job not appearing after quote was converted to invoice.
Most common cause: The invoice has not been signed. A work order only becomes visible in the Work Orders section after its associated invoice is marked as signed.
If a work order isn't appearing in the Work Orders section, the most likely reason is that its invoice hasn't been signed yet. Follow these steps to confirm the invoice status and make the work order appear. The example below uses invoice number 1521.
Create a quote and its invoice. In this example, we've created quote number 1521 and invoice number 1521.
Convert the quote into an invoice. Note that the invoice doesn't immediately appear in the Work Orders section.
Navigate to the Invoices section and select All Invoices. Here, you'll find the invoice you've just created.
Click on the invoice number (in this case, 1521). You'll notice it doesn't show up on the work order page, even though it's tied to a work order. This is because the invoice hasn't been signed yet.
Go to Invoice Actions and select Mark Invoice as Signed. You'll be asked to confirm this action.
Provide a reason for manually signing the invoice (if required), then click Save. Once the invoice is signed, it becomes a job and will appear in the Work Orders section.
To verify, shrink the menu and check the work order number (in this case, 1521). Now that it's signed, it should appear in the Work Orders section.
Click Work Orders to confirm the signed invoice is now listed. The work order will now appear in your work order report.
