Invoice > Create an Invoice 'from a Price Quote'

Owned by Kye Hush
Last updated: Feb 23, 2022 by Alisha Robinson
2 min read

Invoices in WorkBook can be created in a number of ways, one of the easiest methods is to create it from the approved price quote/s on the job. You can invoice 100% of the price quote/s or invoice a portion of the price quote e.g. 50% and the percentage will be split across all activities.

CREATE AN INVOICE FROM A PRICE QUOTE

  • 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 price quote from the current job

  • Click ok

In this example we have chosen to create an ‘invoice on account’ and copy from 'price quote from the 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 price quote you wish to copy

  • Choose your copy options:

    • Price header (including currency)

    • Phases & Activities

    • Comments

  • Check any additional configurations

  • The you can either add a percentage to invoice, or

  • Choose a $ amount to transfer

  • Click ok

  • Based on your selected criteria, the price quote will now be copied into your invoice

 

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