Create T&M Invoice with Pending Pre-Invoices

To create a T&M invoice on a job with pending pre-invoices, the process is exactly the same as without pre-invoices, except that additionally, the pending pre-invoices are selected for cancellation on the draft. When the T&M invoice is printed, the pre-invoices are cancelled and reported on the T&M printout.

To create a T&M invoice on a job with pending pre-invoices:

1. Go to Jobs > Invoicing > Invoice Selection..
2. Click . After you click Approve, the Pre-Invoices subtab under Jobs > Invoicing > Draft Invoices > Invoice Editing appears if any pre-invoices are selected for cancellation.
3. Click Print Invoice to Print a Time & Material invoice on the job. When you print this invoice, this action automatically cancels all pre-invoices on the job which are currently pending payment.
   Note: The draft invoice shows related cancelled pre-invoice information at the bottom of the invoice.