Use the Invoice submodule to add all activity lines to invoices of selected jobs.
To use the Invoice submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To add all activity lines to an invoice:
-
On the main toolbar, click
Jobs
.
-
On the side toolbar, click
Jobs List and highlight the job with the invoice that you want to add all activity lines to.
-
On the side toolbar, click
Invoice.
-
On the grid toolbar, 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.
-
Click the Lines tab.
-
Click
Add all activity lines
.
-
You can edit the different fields by double-clicking on the corresponding field.