In WorkBook you can create an invoice, based on the expenditures (time, materials, purchase orders, creditor invoices) that have already been recorded on the job. This method is perfect for invoicing actuals on a job.
In the jobs list > select the job
Click the invoice icon
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
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 by:
Cost Type (inc. excluding non-approved entries)
Hours
Materials
Purchases
Purchase orders
Invoicing
Subtract records already invoiced
Choose an amount to invoice
Subtract credit notes
Period to include
Entire period
Limited period
Select the output composition method
Click ok
All the activities based on your selected criteria, will now appear in the lines tab
To complete your invoice, the remaining steps can be found in Step-by-Step > Create an Invoice