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Invoice > Create an Invoice from 'Schedule 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 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

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


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