Method 2: Create an invoice by selecting a job from a completed jobs list

 

Overview of procedure:

The user will select a completed job from a list of completed jobs. Next, one or several invoice line items will be created

depending on an option selected by the user. The user will verify that the invoice data is correct and then print and post the invoice.

 

Procedure:

Step #1: Select a job to invoice.

On the Invoicing Module main opening screen, select "Completed Jobs" in the drop-down list and the display will list all jobs that

have been completed  (i.e. where the Job Status is “Complete”).

 

List of Completed Jobs

 

 

Note that the user will not be able to use the "Add" or "Delete" functions. As a job is highlighted, a listing of components in the job

will be displayed in the window at bottom right on the screen.

 

Step #2: Create the invoice

Double-click a job in the Completed Jobs list (or, alternately, highlight and click Edit). The system will ask whether the user will

want the system to create a separate line item for each component.

 

 

 

For more information, see Select Job/ Select Components. The system will display the Invoice Header screen and line item(s).

 

Step #3: Edit the line item

The system will display the " Invoice Line Item" screen. Edit the line item data as applicable. Save the invoice to the open invoice file.