Job Invoicing Fields

This section describes the fields and actions on the Job Invoicing workspace.

Selection Criteria Panel

Field	Description
Job Number	Select the appropriate job number range to display the invoices for the specified draft invoices.
Job Group	To show the invoices for jobs with a specific job group, select an option from the drop-down list.
Customer Group	To show the invoices for jobs with a specific customer group, select an option from the drop-down list.
Project Manager	To show the invoices for jobs with a specific project manager assigned to them, select an option from the drop-down list.
Company	Select the appropriate company number range to display the draft invoices for those specific companies.
Customer	Select the appropriate customer range to display the draft invoices for those specific customers.
Bill to Customer	Select the bill to customer range to display the draft invoices for those specific bill to customers.
Invoice Date	Select the invoice date range to choose the invoices to display. This is based on the preferred invoice date indicated on the draft invoice.
Zero/Non-Zero	Specify whether you wish to view regular invoices only or zero-invoices only. If you leave this blank, the workspace displays both invoice types.

Card Part Fields

Field	Description
Show Lines	Toggle on/off to show/hide the lines matching the values specified in your selection criteria.
Layout	This field displays the layout used for the invoices.
Number of Drafts	This field displays the total number of draft invoices on the job.
Amount for Invoicing	This field displays the total amount for invoicing.

Card Part Actions

Button	Description
	Click this icon to refresh data in the current workspace.
Save	Click this action button to save changes to the current record.
Revert	Click this action button to undo unsaved changes made to the current record, or to any of its lines.
Transfer Invoice Date...	Click this action button to transfer the preferred invoice date to the draft invoices in the table.
Print Drafts	Click this action button to print all draft invoices for the specified draft invoices.
Print Invoices	Click this action button to print all invoices for the specified jobs.
Mark all for Invoicing	Click this action button to select all displayed lines for invoicing.
Unmark all for Invoicing	Click this action button to deselect all displayed lines for invoicing.

Drafts Table Fields

Field	Description
View Details	Click this icon to open the draft invoice. This will open the draft invoice in the Draft Invoices workspace in a new browser tab.
Invoice	Select this checkbox to include the line in the batch printing of draft invoices or invoices.
Job Number	This field displays the job number.
Job Name	This field displays the job name.
Customer Number	This field displays the number of the customer associated with the job.
Customer Name	This field displays the name of the customer associated with the job.
Bill to Customer	This field displays the number of the bill to customer associated with the job.
Bill to Customer Name	This field displays the name of the bill to customer associated with the job.
Invoice Date	This field displays the date of the invoice.
Billing Price, Invoice Currency	This field displays the amount invoiced on the job in the invoice currency.
Billing Price Up/Down, Currency	This field displays the amount written up/down on the invoice in the job currency.
Print Draft	Click this icon to print a draft invoice for the current line.

Table Actions

Button	Description
	Click to export the rows from the current table to a spreadsheet. Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive.
	Click to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows.
	Click to maximize the table view. Click to restore the default display size of the table.
	Click to open the Customize Columns window.