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

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Invoices in WorkBook can be created in a number of ways, one method is to copy the job’s expenditures (time, materials, expenses, purchase orders, creditor invoices) that have already been recorded on the job to the invoice.

This method is perfect for invoicing actuals on a job, or if a job is cancelled and the client has agreed to pay for all costs incurred to date.


COPY EXPENDITURES TO INVOICE

  • 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 using the filter:

    • Cost Types

      • Hours

      • Materials

      • Purchases

      • Purchase orders

      • Exclude non approved entries

    • Invoicing

      • Subtract records already invoiced

      • Match total amount (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


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