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In Invoices in WorkBook you can create an invoice, based on the can be created in a number of ways, one method is to copy the job’s expenditures (time, materials, expenses, purchase orders, creditor invoices) that have already been recorded on the job to the invoice.

This method is perfect for invoicing actuals on a job, or if a job is cancelled and the client has agreed to pay for all costs incurred to date.

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COPY EXPENDITURES TO INVOICE

  • In the jobs list > select the job

  • Click the invoice icon

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