Create a WIP Invoice

Use these steps to create a draft WIP invoice.

To create a WIP draft invoice:

1. Under the Jobs menu section, go to Jobs > WIP Invoice.
2. Use the search filter and/or the Search field at the top of the workspace to select a job.
3. In the Invoice Selection tab, enter information about the invoice as needed.
4. Select entries for invoicing as needed.
5. Click Save.
6. Click Approve to create the draft invoice and approve it for editing.