Create Invoices in Job Conversations
Use the Job settings option under the Monthly WIP adjustments follow-up submodule to create invoices in job conversations.
To use the Monthly WIP Adjustments Follow-up submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.
To create an invoice in a job conversation:
-
On the main toolbar, click
Finance & Administration
.
- 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 that you want to create an invoice for.
- In the left pane of the Finance & Administration screen, click .
-
Highlight the job of the conversation that you want to create an invoice for and on the grid toolbar, click
Job settings
.
-
Click the Chat
tab and on the toolbar of the left pane, select Invoice from the category drop-down list.
- Highlight the conversation that you want to create an invoice for.
-
On the toolbar of the right pane, click
and select Create invoice.
- In the Create invoice dialog box, select the applicable options and click OK.
Parent Topic: Chat Tab