Create Invoices

Use the Invoice submodule to create invoices for selected jobs.

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

To create an invoice:

1. On the main toolbar, click Jobs .
2. On the side toolbar, click Jobs List and highlight the job that you want to create an invoice for.
3. On the side toolbar, click Invoice.
4. Click the Header tab.
5. Click Create Invoice .
   Alternatively, click and select Create Invoice.
6. In the Create Invoice dialog box, select the applicable invoice type, date, language, accounts receivable, currency, and data source for the invoice that you want to create.
   • If you are creating a Final Invoice and you want to reconcile Credit Notes on the final invoice, select the Reconcile credit note(s) on final invoice checkbox.
   • If you are creating a Credit Note and you want to book the Credit Note directly to the P/L, select the Book credit note directly to P/L checkbox.
   • If you are creating a Consolidated Invoice, you will be prompted to select an invoice type. Select the applicable invoice type using the drop-down list in the Choose Invoice Type for Consolidated Invoice dialog box and click OK.
7. Click OK.