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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Click create new button
In the pop up:
Select invoice type
Insert correct invoice date
In copy data from select expenditures from current job
Click ok
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In this example we have chosen to create an ‘invoice on account’ and copy from 'expenditures from current job’. If you wish to create a different type of invoice or create an invoice from any other means, please refer to the specific articles. |
Select the items you wish to appear on your invoice by filtering byusing the filter:
Cost Type (inc. excluding non-approved entries)Types
Hours
Materials
Purchases
Purchase orders
Exclude non approved entries
Invoicing
Subtract records already invoiced
Choose Match total amount (choose an amount to invoice)
Subtract credit notes
Period to include
Entire period
Limited period
Select the output composition method
Click ok
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All the activities based on your selected criteria, will now appear in the lines tab
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To complete your invoice, the remaining steps can be found in Step-by-Step > Create an Invoice
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