Invoice > Consolidated Invoicing Summary

Jobs will still hold all the relevant information like price quotes, time and expense entries, purchase orders etc. However, when it comes to invoicing, these jobs will hold sub-invoices only, with the master invoices created on the consolidated invoicing job.

A consolidated invoicing job is created for the purpose of holding the consolidated invoices only. It must be blocked for any cost entry including time.

The consolidated invoice tab allows you to construct your consolidated invoice

These tabs relate to the information for this particular Invoice.

• Header: create, duplicate and delete invoices here as well as add introductory and final comments notes on your invoice

• Phases: add and amend phases to appear on your invoice

• Lines: view/amend the lines on your invoice

These buttons in the consolidated invoice tab allow you to (from left to right):

• Add jobs to the consolidated invoice

• Delete current line

• Delete all lines

• Transfer data to the consolidated invoice

If you have more than one consolidated invoice on a job you can use the drop down to change between them

You can access the job properties sidebar from the consolidated invoice

You can view and amend the invoice status here

The consolidated invoice options menu has additional invoice related functions including:

• Create a new invoice

• Copy from Price Quote

• Copy from Schedule

• Invoice from another Job

• Price Quote Billing Plan to Invoice

• Insert Costs

• Edit Basic Settings

This menu allows you to:

• Save favourite views

• See global views

• Modify grid

• Export grid data

• View grid shortcuts