Create Pre-Invoice to Work Order

To add pre-invoices to your invoicing for work orders, set up work orders to include pre-invoices, and then enact those work orders.

Attention: Invoicing for work orders can be done on the basis of job entries or job budget. However, pre-invoices can only be used when the basis is the budget.

1. After you have submitted and approved a budget, go to Work Order > Invoice.
2. Click . The Prepare Invoice dialog displays.
3. In the Basis for Invoice field, choose Budget, and click Next.
4. Ensure the Create Pre-Invoice checkbox is selected.
   Note: This field only displays if the job is set up for pre-invoicing.
5. Click .
6. Click .
7. Click . The Draft Pre-Invoice displays.