Invoice > Create an Invoice from 'Schedule from Current Job'

Invoices in WorkBook can be created in a number of ways, one method is to copy the job schedule to the invoice. This is useful if, for instance, you don’t want to create the invoice from a price quote due to your retainer structure.

COPY JOB SCHEDULE TO INVOICE

In the jobs list > select the job
Click the invoice icon

Click create new button
In the create new invoice pop-up box:
- Select invoice type
- Insert correct invoice date
- In copy data from select schedule from current job
Click ok

If there is an existing invoice on the job, you can create a new invoice by clicking on the ‘burger’ menu (3-line menu), selecting ‘Create new invoice’ and following the steps as usual.

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, go to the lines tab to review the invoice
From here you can add more line items as necessary, i.e. purchases, discounts, or adjustments
Refer to Step-by-Step > Create an Invoice for instructions on how to complete your invoice

Deltek WorkBook

Invoice > Create an Invoice from 'Schedule from Current Job'

COPY JOB SCHEDULE TO INVOICE

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