WorkBook

Debtor Invoices

Use Debtor Invoices in the Debtors submodule in the Finance & Administration module to view invoices across all jobs and clients, add invoice numbers, attach invoices to email messages, and create electronic invoices.

To use Debtor Invoices in the Debtors submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

Debtor Invoices provides following tabs:

  • Approved: Displays the list of all approved debtor invoices. You can select and deselect records, change invoice dates, add invoice numbers, show expenditure amounts, download invoices, and export data to comma-separated values (CSV), Microsoft Excel files, or PDF files.
  • Ready for Print: Displays the list of debtor invoices that are marked ready for print. You can select and deselect records, set selected invoices to print status, and export data to comma-separated values (CSV), Microsoft Excel files, or PDF files.
  • Finalized: Displays the list of debtor invoices that are marked as Finalized. You can select and deselect records, reset Print OK on selected invoices, reset Electronically Transferred on selected invoices, and export data to comma-separated values (CSV), Microsoft Excel files, or PDF files.
  • Drafts: Displays the list of draft debtor invoices or debtor invoices that have not been issued to debtors. You can select and deselect records, and export data to comma-separated values (CSV), Microsoft Excel files, or PDF files.
  • Electronic Delivery: Displays the list of debtor invoices that are marked for electronic delivery. You can select and deselect records, reset Electronically Transferred on selected invoices, and export data to comma-separated values (CSV), Microsoft Excel files, or PDF files.
  • Jobs Ready for Invoicing: Displays the list of jobs that are ready to be finalized. A job can be considered ready to be finalized if the status is Ready for Invoicing, if the job is on a client, if the employee has access to the job on the client, and if the job does not have a final invoice.