WIP Invoice Procedures
This section describes the steps you need to follow to work with WIP invoices.
- Related Topics:
- Create a WIP Invoice
Use these steps to create a draft WIP invoice. - Edit a Draft WIP Invoice
Use these steps to edit a draft WIP invoice. - Submit a WIP Draft Invoice
To create a WIP invoice for a job, you must first submit the draft for approval. Note that this applies only if you have set up approval hierarchies for draft invoices. - Approve or Reject a WIP Draft Invoice
To issue a WIP invoice, you must first approve the draft. Note that this applies only if you have set up approval hierarchies for draft invoices. - Attach Documents to a Draft Invoice
Use these steps to attach documents to a draft invoice. - View a Document
You can view any document listed in the Documents subtab. - Print a Draft WIP Invoice
Use these steps to print a draft WIP invoice. - Print a WIP Invoice
Once a draft invoice is approved, you can print the WIP invoice. - Start a Conversation
You can use the conversations functionality to correspond about a specific record or transaction with other employees in your company. - Reply to a Conversation
Use the speech bubble icon in the top right corner of the menu to quickly view and respond to conversations.
Parent Topic: WIP Invoice