Create a WIP Invoice
Use these steps to create a draft WIP invoice.
To create a WIP draft invoice:
- Under the Jobs menu section, go to .
- Use the search filter and/or the Search field at the top of the workspace to select a job.
- In the Invoice Selection tab, enter information about the invoice as needed.
- Select entries for invoicing as needed.
- Click Save.
- Click Approve to create the draft invoice and approve it for editing.
Parent Topic: WIP Invoice Procedures