Finalize Invoices

Use the Invoice submodule to finalize invoices of selected jobs.

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

To finalize an invoice:

1. On the main toolbar, click Jobs .
2. In the left pane, click Jobs List and highlight the job with the invoice that you want to finalize.
3. In the left pane, click Invoice.
4. In the left pane, use the drop-down list to select the invoice that you want to finalize.
   Alternatively, click Open Invoice List and in the Invoice List dialog box, highlight the invoice that you want to finalize.
   Note: You can only finalize an invoice that has already been approved.
5. Click the Header tab.
6. Click Finalize invoice .
7. In the confirmation dialog box, click OK.
   WorkBook changes the label and color of to Invoiced and dark blue.