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. Nicky Harvey this the revised copy base don your PQ amends, below os my original copy. I’m leaving it there as I have a comment attached.
In WorkBook you can create an invoice from the schedule on the job, for instances where you don’t want to create an invoice from the price quote e.g. retainer structures.
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
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Refer to Step-by-Step > Create an Invoice for instructions on how to complete your invoice
Related articles
Nicky Harvey can we link to Invoice Printing, Invoice Approval, Invoice Discount & Invoice Finalisation