Create an Invoice on Account

There are two ways to create an invoice on account in the web client. You can either create one directly in the workspace, or use an invoicing plan.

To create an invoice on account:

1. Under the Jobs menu section, go to Jobs > Invoice on Acocunt.
2. Use the search filter and/or the Search field at the top of the workspace to select a job.
3. Create an invoice on account using either of the following options:
   • Click Transfer Invoicing Plan....
   • In the table under the Invoice on Account tab, click +Add Job Invoice on Account Entry and enter information in the fields as needed.
4. Click Approve to create the invoice on account.