Open Invoice Card from Billing Plan Tab

Use the Price submodule to open the invoice card of a job that has already been invoiced.

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

To open the invoice card from the Billing plan tab:

  1. On the main toolbar, click Jobs .
  2. On the Jobs List, click the Open job for the job whose invoice card you want to open.
  3. On the Job details screen, go to Price > Billing plan.
  4. On the Billing plan tab, click Open the invoice card under the Invoice No. column for the payment line that has already been invoiced.
    Note: The Invoiced column must be checked, and the Invoice No. and Invoice amount columns must have values for you to be able to open the invoice card from this tab. In addition, payment lines linked with an invoice are read-only.