Invoice on Account Procedures This section describes the steps you need to follow to work with invoices on account. Related Topics: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. Edit a Draft Invoice on Account Use these steps to make changes on a draft invoice on account. Print a Draft Invoice on Account Use these steps to print a draft invoice on account. Print an Invoice on Account Once a draft invoice is completed, you can print the invoice on account. Submit a Draft Invoice on Account To create an invoice on account for a job, you must first submit the draft for approval. Note that this applies only if you have set up approval hierarchies for draft invoices. Approve or Reject a Draft Invoice on Account To issue an invoice on account, you must first approve the draft. Note that this applies only if you have set up approval hierarchies for draft invoices. Attach Documents to a Draft Invoice Use these steps to attach documents to a draft invoice. View a Document You can view any document listed in the Documents subtab. Start a Conversation You can use the conversations functionality to correspond about a specific record or transaction with other employees in your company. Reply to a Conversation Use the speech bubble icon in the top right corner of the menu to quickly view and respond to conversations. Parent Topic: Invoice on Account HomeJobsJobs SubmenuInvoice on AccountInvoice on Account Procedures
Invoice on Account Procedures This section describes the steps you need to follow to work with invoices on account. Related Topics: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. Edit a Draft Invoice on Account Use these steps to make changes on a draft invoice on account. Print a Draft Invoice on Account Use these steps to print a draft invoice on account. Print an Invoice on Account Once a draft invoice is completed, you can print the invoice on account. Submit a Draft Invoice on Account To create an invoice on account for a job, you must first submit the draft for approval. Note that this applies only if you have set up approval hierarchies for draft invoices. Approve or Reject a Draft Invoice on Account To issue an invoice on account, you must first approve the draft. Note that this applies only if you have set up approval hierarchies for draft invoices. Attach Documents to a Draft Invoice Use these steps to attach documents to a draft invoice. View a Document You can view any document listed in the Documents subtab. Start a Conversation You can use the conversations functionality to correspond about a specific record or transaction with other employees in your company. Reply to a Conversation Use the speech bubble icon in the top right corner of the menu to quickly view and respond to conversations. Parent Topic: Invoice on Account HomeJobsJobs SubmenuInvoice on AccountInvoice on Account Procedures