Mitchell Diagnostics Invoices

Create an invoice for any diagnostics scan in Mitchell Connect.

Note: If you didn't configure your settings for invoices, you will be prompted to do so when you create your first invoice.

1. On the navigation pane, click Diagnostics, and then click View Reports on Scans card.
2. On the Diagnostics Scans page, click the vehicle you want an invoice for, and then click the specific scan. The most recent scan appears at the top.
3. On the Scan Details page, click View Invoice.

   

4. Select the diagnostics invoice profile in the Invoice Profile list.

   

5. On the Add Information to Invoice window, enter an invoice number in the Invoice # field. The invoice date defaults to today's date. If you want to change the date, click and then enter or select a date.
6. Click View Invoice.

   

7. Follow your internet browser prompts to open and save the PDF invoice.

Track charges for Calibration reports by viewing and generating an invoice. Create Invoice Profiles for Calibration reports prior to viewing an invoice.

1. On the navigation pane, click Diagnostics.

2. On the Dashboard page, click View Reports on the Calibrations graph.

3. On the Calibrations Reports page, click the vehicle for the calibration you want to view.

4. On the Calibrations tab, click the calibration you want to view.

5. On the Calibration Summary page, click the View Invoice link.

6. In the Add Information to Invoice Window, select the following:

• Use the Invoice Profile list to select the invoice profile to determine what predefined rates and details are included on the invoice.

• Use the Invoice # field to enter an invoice number.

• Use the Date calendar to select a different date as needed.

7. Click View Invoice. Follow the prompts to save or print your invoice.