Invoicing Section This section includes the fields and descriptions for the Invoicing section workspaces. Related Topics:Invoicing Plans Single Dialogs Workspace Use this workspace to create plans for invoicing or pre-invoicing jobs on account in the Job Cost module. Invoicing Plans by Bill To Customer Single Dialogs Workspace Use this workspace to see an overview of invoicing plans for a specific bill-to customer. Invoice Selection Single Dialog Workspace Use this workspace to view and update invoicing and pre-invoicing activities for jobs managed in the Job Cost module. On Account Invoice Selection Single Dialogs Workspace Use this workspace to specify and approve amounts for pre-invoices and invoicing on account. Bill to Customer Distribution Single Dialogs Workspace Use this workspace to specify whether a job has more than one bill-to customer. Itemize Invoice Selection Single Dialogs Workspace Use this workspace to show the individual job entries recorded on the jobs processed in the Job Cost module. Invoice Preparation Single Dialogs Workspace Use this workspace to prepare a job invoice. Blanket Invoice Selection Single Dialogs Workspace Use this workspace to prepare a blanket invoice for a bill-to customer, as well as view and update pre-invoicing activities. Selection in Blanket Invoice Selection Single Dialogs Workspace Use this workspace to perform blanket invoicing selections simultaneously with another user on the same customer. Blanket Invoicing Overview Single Dialogs Workspace Use this workspace to view an overview of the jobs with bill-to customer and appropriation that can be blanket invoiced together. Approve Invoice Selection Single Dialogs Workspace Use this workspace for batch approval of invoice selections and credit memo selections. Job Invoice Crediting Single Dialogs Workspace Use this workspace to perform routine crediting tasks. Job Invoice Crediting, Full Full Job Invoice Crediting supports full crediting of invoices and supports crediting of blanket invoices. Invoice Draft Status Single Dialogs Workspace Use this workspace to review and approve invoice drafts if you are a project manager. Invoice Editing Single Dialogs Workspace Use this workspace to edit an approved invoice selection before the invoice can be printed and mailed to the customer. Job Crediting Single Dialogs Workspace Use this workspace to create and print job credit memos and job credit memos on account in batches. Job Invoices On Account Single Dialogs Workspace Use this workspace to view information about invoices and credit memos on account that have been printed in Maconomy. Job Invoice Allocation Single Dialogs Workspace Use this workspace to match and allocate job entries against invoices on account. Itemize Job Invoice Allocation Single Dialogs Workspace Use this workspace to view the details of job invoice allocations at the level of individual job entries. Batch Job Invoice Allocation Single Dialogs Workspace Use this workspace to perform job invoice allocation for multiple jobs in a batch. Job Invoice History Single Dialogs Workspace Use this workspace to view the list of invoices and credit memos for a job. Parent Topic: Job Cost Overview HomeJob Cost OverviewInvoicing Section
Invoicing Section This section includes the fields and descriptions for the Invoicing section workspaces. Related Topics:Invoicing Plans Single Dialogs Workspace Use this workspace to create plans for invoicing or pre-invoicing jobs on account in the Job Cost module. Invoicing Plans by Bill To Customer Single Dialogs Workspace Use this workspace to see an overview of invoicing plans for a specific bill-to customer. Invoice Selection Single Dialog Workspace Use this workspace to view and update invoicing and pre-invoicing activities for jobs managed in the Job Cost module. On Account Invoice Selection Single Dialogs Workspace Use this workspace to specify and approve amounts for pre-invoices and invoicing on account. Bill to Customer Distribution Single Dialogs Workspace Use this workspace to specify whether a job has more than one bill-to customer. Itemize Invoice Selection Single Dialogs Workspace Use this workspace to show the individual job entries recorded on the jobs processed in the Job Cost module. Invoice Preparation Single Dialogs Workspace Use this workspace to prepare a job invoice. Blanket Invoice Selection Single Dialogs Workspace Use this workspace to prepare a blanket invoice for a bill-to customer, as well as view and update pre-invoicing activities. Selection in Blanket Invoice Selection Single Dialogs Workspace Use this workspace to perform blanket invoicing selections simultaneously with another user on the same customer. Blanket Invoicing Overview Single Dialogs Workspace Use this workspace to view an overview of the jobs with bill-to customer and appropriation that can be blanket invoiced together. Approve Invoice Selection Single Dialogs Workspace Use this workspace for batch approval of invoice selections and credit memo selections. Job Invoice Crediting Single Dialogs Workspace Use this workspace to perform routine crediting tasks. Job Invoice Crediting, Full Full Job Invoice Crediting supports full crediting of invoices and supports crediting of blanket invoices. Invoice Draft Status Single Dialogs Workspace Use this workspace to review and approve invoice drafts if you are a project manager. Invoice Editing Single Dialogs Workspace Use this workspace to edit an approved invoice selection before the invoice can be printed and mailed to the customer. Job Crediting Single Dialogs Workspace Use this workspace to create and print job credit memos and job credit memos on account in batches. Job Invoices On Account Single Dialogs Workspace Use this workspace to view information about invoices and credit memos on account that have been printed in Maconomy. Job Invoice Allocation Single Dialogs Workspace Use this workspace to match and allocate job entries against invoices on account. Itemize Job Invoice Allocation Single Dialogs Workspace Use this workspace to view the details of job invoice allocations at the level of individual job entries. Batch Job Invoice Allocation Single Dialogs Workspace Use this workspace to perform job invoice allocation for multiple jobs in a batch. Job Invoice History Single Dialogs Workspace Use this workspace to view the list of invoices and credit memos for a job. Parent Topic: Job Cost Overview HomeJob Cost OverviewInvoicing Section