Copy Data from Schedules to Invoices

Use the Invoice submodule to copy data from schedules to invoices of selected jobs.

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

To copy data from a schedule:

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 copy data to from a schedule.
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 copy data to.
   Alternatively, click Open Invoice List and in the Invoice List dialog box, highlight the invoice that you want to copy data to.
5. Click and select Copy schedule to invoice.
6. In the Copy Schedule to Invoice dialog box, highlight the schedule that you want to copy data from and select the copy settings that you want to apply.
7. Click OK.