Invoice

Use Invoice under Jobs to view the invoices of the job that you selected in Jobs List. It enables you to create, delete, edit, approve, and manage the invoices that you issue to your clients, as well as view, manage, and respond to invoice-related conversations.

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

You can create and issue any of the following invoice types:

• Final Invoice: Depending on your system's setup, this invoice closes the job and issuing it is usually the last action you do on a job.
• Partial Invoice: This invoice bills time or materials that have already been entered on a job. It keeps the job open for further invoicing and expenditure entry.
• Credit Note: This invoice credits an earlier issued invoice, either fully or partially.
• Invoice on Account: You use this to invoice a client for a fixed amount that could affect your deferred revenue or Profit & Loss, depending on your posting configuration. It also keeps a job open for further invoicing and expenditure entry, just like partial invoices.
• Consolidated Invoice: This invoice allows you to bill multiple jobs at the same time.

This submodule consists of the following tabs:

• Header: This tab displays the header information of the invoices of the selected job. You can create, duplicate, delete, edit, approve, and cancel approvals of invoices.
• Phases: This tab displays the invoice phases of the selected job. You can add and delete invoice phases.
• Lines: This tab displays the invoice lines of the selected job. You can add, duplicate, and remove invoice lines, update invoices based on price lists, and insert commission adjustment lines.
• Comments: This tab displays the invoice comments of the selected job. You can add and delete comments from invoices.
• Approval: This tab displays the list of invoice approvers identified for the selected job. You can add and remove invoice approvers.
• Partial Invoice: In this tab you can view the partial invoices of the selected job. You can check and insert costs, approve and cancel approvals of partial invoice records, and transfer partial invoice lines to invoice lines.
  Note: This tab is only visible when a partial invoice is selected.
• Conversation: This tab displays the invoice conversation of the selected job. You can manage and respond to invoice conversations.