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:

1. On the main toolbar, click Finance & Administration .
2. 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.
3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
4. Highlight the job of the conversation that you want to create an invoice for and on the grid toolbar, click Job settings .
5. Click the Chat tab and on the toolbar of the left pane, select Invoice from the category drop-down list.
6. Highlight the conversation that you want to create an invoice for.
7. On the toolbar of the right pane, click and select Create invoice.
8. In the Create invoice dialog box, select the applicable options and click OK.