Copy Price Quotes to Invoices in Job Conversations

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to copy price quotes to invoices in job conversations.

To use Monthly WIP Adjustments Follow-Up in the Month-End submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To copy a price quote to an invoice in a job conversation:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the job conversation of the invoice that you want to copy a price quote to.
3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
4. Highlight the job of the conversation with the invoice that you want to copy a price quote to and on the grid toolbar, click Job settings .
5. Click the Chat tab and on the toolbar of the left pane, select Invoice from the category drop-down list.
6. Highlight the conversation with the invoice that you want to copy a price quote to.
7. On the toolbar of the right pane, click and select Copy price quote to the current invoice.
8. In the Copy price quote to the current invoice dialog box, highlight the price quote that you want to copy and select the applicable filters, copy options, and additional configurations.
9. Click OK.