Invoice Preparation Single Dialogs Workspace

Use this workspace to prepare a job invoice.

Because you can use this workspace to both select invoice entries to bill and edit invoices, this workspace can replace the Invoice Selection, Invoice Editing, and On Account Invoice Selection workspaces for some jobs.

This workspace has limited functionality so that it is easy to use. You cannot use this workspace to:

• Write off entries or write up/down entries.
• Direct invoice or over invoice.
• Use certain functionality that is controlled by the Invoice Layout Rules workspace, including:
  • Show Line Amounts (amounts are shown on the lines).
  • Show Markup Separately (markup is not shown separately).
  • Create Invoice from Quote.
  • Period Indication.
  • Show Items Separately.
  • Combine Invoice Printout Lines (lines are combined).

You can use this workspace to perform split billing.

Select Invoice Lines to Bill

When you open the workspace, the Invoice Lines sub-tab, which lists the entries to be billed, is normally empty. Use the Prepare Invoice action to populate the sub-tab with entries, based on one of the following options:

• Budget — All of the dimensions that are used to select invoice entries are derived from the job's budget lines. The Budget option creates an invoice on account. Therefore, the job should be set up to use activities for invoicing on account.

• Entries with Close All— You select all open job entries.

• Entries with Delimit — You enter the dimensions used to select invoice entries. For example, you can choose to include all open entries before a specific date.

In the Invoice Layout Rules workspace, you can specify how invoice entries should be grouped, ordered, and subtotaled, and what text lines should be shown in this workspace.

Use the Approve action to approve the invoice entries and generate a draft invoice. If the Invoice Editing Required job parameter is set to Yes, you must edit the draft invoice.

If you change the quantity or billing price of entries, you need to choose what should happen to the difference between the open quantity and the quantity that you have chosen to invoice. You can carry the difference forward. You cannot perform write-offs or write up/down in this workspace.