In WorkBook you can create an invoice from the schedule on the job, for instances where you don’t want to create an invoice from the price quote e.g. retainer structures.
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 schedule from current job
Click ok
In this example we have chosen to create an ‘invoice on account’ and copy from 'schedule 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 schedule you wish to copy
Choose your copy options:
Do not copy resources
Copy resource and used hours
Copy resource and booked hours
Click ok
The schedule will then be copied into the invoice, based on your selection criteria
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To complete your invoice, the remaining steps can be found in Step-by-Step > Create an Invoice
Related articles
Nicky Harvey can we link to Invoice Printing, Invoice Approval, Invoice Discount & Invoice Finalisation