Procedures
Use the procedures in this section to view the invoices of the job that you selected in Jobs List and create, edit, and manage the invoices that you issue to your clients.
To use the Invoice submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.
- Related Topics:
- Copy Data from Price Quotes to Invoices
Use the Invoice submodule to copy data from price quotes to invoices of selected jobs. - Copy Data from Schedules to Invoices
Use the Invoice submodule to copy data from schedules to invoices of selected jobs. - Insert Costs to Invoices
Use the Invoice submodule to insert costs to invoices of selected jobs. - Copy Invoice Data from Other Jobs
Use the Invoice submodule to copy invoice data from other jobs. - Copy Billing Plan Data from Price Quotes to Invoices
Use the Invoice submodule to copy billing plan data from price quotes to invoices of selected jobs. - Split Media Costs on Two Invoice Lines
Use the Invoice submodule to split media costs and identify the administration cost amount from the rest of the media cost. - Edit Payment Terms of Invoices
Use the Invoice submodule to edit the payment terms of invoices of selected jobs. - Edit Payment Methods of Invoices
Use the Invoice submodule to edit the payment methods of invoices of selected jobs. - Edit Due Date of Invoices
Use the Invoice submodule to edit the due date of invoices of selected jobs. - Edit Print Layout Settings of Invoices
Use the Invoice submodule to edit the print layout settings of invoices of selected jobs. - Update Approval Status of Invoices
Use the Invoice submodule to update the approval status of invoices of selected jobs. - Header Tab
The Header tab under the Invoice submodule allows you to create, duplicate, delete, edit, approve, and cancel approvals of invoices. - Phases Tab
The Phases tab under the Invoice submodule allows you to add and delete invoice phases. - Lines Tab
The Lines tab under the Invoice submodule allows you to add, duplicate, and remove invoice lines, update invoices based on price lists, and insert commission adjustment lines. - Comments Tab
The Comments tab under the Invoice submodule allows you to add and delete comments from invoices. - Approval Tab
The Approval tab under the Invoice submodule allows you to add and remove invoice approvers. - Consolidated Invoice Tab
The Consolidated Invoice tab under the Invoice submodule allows you to add and delete jobs, and transfer data. This tab is only visible when a Consolidated Invoice is selected. - Partial Invoice Tab
The Partial Invoice tab under the Invoice submodule allows you to check and insert costs, approve and cancel approvals of Partial Invoice records, and transfer Partial Invoice lines to invoice lines. This tab is only visible when a Partial Invoice is selected. - Conversation Tab
The Conversation tab under the Invoice submodule allows you to view, manage, and respond to invoice conversations.
Parent Topic: Invoice