Job Invoicing Fields
This section describes the fields and actions on the Job Invoicing workspace.
Selection Criteria Panel
Field | Description |
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Job Number | Select the appropriate job number range to display the invoices for the specified draft invoices. |
Job Group | To show the invoices for jobs with a specific job group, select an option from the drop-down list. |
Customer Group | To show the invoices for jobs with a specific customer group, select an option from the drop-down list. |
Project Manager | To show the invoices for jobs with a specific project manager assigned to them, select an option from the drop-down list. |
Company | Select the appropriate company number range to display the draft invoices for those specific companies. |
Customer | Select the appropriate customer range to display the draft invoices for those specific customers. |
Bill to Customer | Select the bill to customer range to display the draft invoices for those specific bill to customers. |
Invoice Date | Select the invoice date range to choose the invoices to display. This is based on the preferred invoice date indicated on the draft invoice. |
Zero/Non-Zero | Specify whether you wish to view regular invoices only or zero-invoices only. If you leave this blank, the workspace displays both invoice types. |
Card Part Fields
Field | Description |
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Show Lines | Toggle on/off to show/hide the lines matching the values specified in your selection criteria. |
Layout | This field displays the layout used for the invoices. |
Number of Drafts | This field displays the total number of draft invoices on the job. |
Amount for Invoicing | This field displays the total amount for invoicing. |
Card Part Actions
Button | Description |
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Click this icon to refresh data in the current workspace. | |
Save | Click this action button to save changes to the current record. |
Revert | Click this action button to undo unsaved changes made to the current record, or to any of its lines. |
Transfer Invoice Date... | Click this action button to transfer the preferred invoice date to the draft invoices in the table. |
Print Drafts | Click this action button to print all draft invoices for the specified draft invoices. |
Print Invoices | Click this action button to print all invoices for the specified jobs. |
Mark all for Invoicing | Click this action button to select all displayed lines for invoicing. |
Unmark all for Invoicing | Click this action button to deselect all displayed lines for invoicing. |
Drafts Table Fields
Field | Description |
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View Details | Click this icon to open the draft invoice. This will open the draft invoice in the Draft Invoices workspace in a new browser tab. |
Invoice | Select this checkbox to include the line in the batch printing of draft invoices or invoices. |
Job Number | This field displays the job number. |
Job Name | This field displays the job name. |
Customer Number | This field displays the number of the customer associated with the job. |
Customer Name | This field displays the name of the customer associated with the job. |
Bill to Customer | This field displays the number of the bill to customer associated with the job. |
Bill to Customer Name | This field displays the name of the bill to customer associated with the job. |
Invoice Date | This field displays the date of the invoice. |
Billing Price, Invoice Currency | This field displays the amount invoiced on the job in the invoice currency. |
Billing Price Up/Down, Currency | This field displays the amount written up/down on the invoice in the job currency. |
Print Draft | Click this icon to print a draft invoice for the current line. |
Table Actions
Button | Description |
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Click to export the rows from the current table to a spreadsheet.
Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive. |
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Click to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows. | |
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Click to maximize the table view.
Click to restore the default display size of the table. |
Click to open the Customize Columns window. |
Parent Topic: Job Invoicing