Open Company Cards of Billable Jobs that are Ready for Invoicing

Use Billable Jobs Ready for Invoicing in the Follow-Up submodule in the tasks module to open the Company cards of billable jobs that are ready for invoicing.

To use Billable Jobs Ready for Invoicing, you must have access to Tasks as defined in User Access Rights under Settings.

To open the Company card of a billable job that is ready for invoicing:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click Follow-Up > Billable Jobs Ready for Invoicing.
3. Highlight or hover over the billable job that is ready for invoicing whose Company card you want to open.
4. In the corresponding Company field, click .
5. Click Close .