WIP Invoice Fields
This section describes the fields and actions on the WIP Invoice workspace.
Card Part Fields
Field | Description |
---|---|
Invoice | This field displays the invoice number. |
Job | This field displays the name and number of the job being invoiced. |
Customer | This field displays the name and number of the customer being invoiced. |
Card Part Actions
Button | Description |
---|---|
Click this icon to refresh data in the current workspace. | |
|
Click to display the list view.
Click to display the detailed view. |
Save | Click this action button to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action button is disabled until additional changes are made. |
Revert | Click this action button to undo changes made to the current record, or to any of its lines. |
- Related Topics:
- Invoice Selection Tab
This section describes the fields and actions on the Invoice Selection tab of the WIP Invoice workspace. - Invoice Editing Tab
This section describes the fields and actions on the Invoice Editing tab of the WIP Invoice workspace. - Invoice History Tab
This section describes the fields and actions on the Invoice History tab of the WIP Invoice workspace. - Reallocate Entries Tab
This section describes the fields and actions on the Reallocate Entries tab of the WIP Invoice workspace. - Messages Pane
This section describes the fields and actions on the Messages pane of the WIP Invoice workspace. For more information about the functionality, see "Conversations" under the Getting Started section of this online help.
Parent Topic: WIP Invoice