Add All Activity Lines to Invoices

Use the Invoice submodule to add all activity lines to invoices of selected jobs.

To use Invoice, you must have access to Jobs as defined in User Access Rights under Settings.

To add all activity lines to an invoice:

  1. On the main toolbar, click Jobs .
  2. In the left pane, click Jobs List and highlight the job with the invoice that you want to add all activity lines to.
  3. In the left pane, click Invoice.
  4. In the left pane, use the drop-down list to select the invoice that you want to add all activity lines to.
    Alternatively, click Open Invoice List and in the Invoice List dialog box, highlight the invoice that you want to add all activity lines to.
    Note: You can only add activity lines to an invoice that has not yet been approved or locked for changes.
  5. Click the Lines tab.
  6. Click Add all activity lines .
  7. You can edit the different fields by double-clicking on the corresponding field.