Invoice

Use the Invoice submodule in the Jobs module to view the invoices for the job that you select in theJobs List. Invoice enables you to create, delete, edit, approve, and manage the invoices that you issue to your clients, as well as view, manage, and respond to invoice-related conversations.

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

You can create and issue any of the following invoice types:

• Final Invoice: Depending on your WorkBook system's setup, this invoice closes the job, and issuing it is usually the last action that you do on a job.
• Partial Invoice: This invoice bills time or materials that have already been entered on a job. It keeps the job open for further invoicing and expenditure entry.
• Credit Note: This invoice credits an invoice that was issued earlier, either fully or partially.
• Invoice on Account: You use this to invoice a client for a fixed amount that could affect your deferred revenue or Profit & Loss, depending on your posting configuration. It also keeps a job open for further invoicing and expenditure entry, just like partial invoices.
• Consolidated Invoice: This invoice allows you to bill multiple jobs at the same time.

This submodule provides the following tabs:

• Header: Displays the header information for the invoices for the selected job. You can create, duplicate, delete, edit, approve, and cancel approvals of invoices.
• Phases: Displays the invoice phases for the selected job. You can add and delete invoice phases.
• Lines: Displays the invoice lines for the selected job. You can add, duplicate, and remove invoice lines; update invoices based on price lists; and insert commission adjustment lines.
• Comments: Displays the invoice comments for the selected job. You can add and delete comments from invoices.
• Approval: Displays the list of invoice approvers who are identified for the selected job. You can add and remove invoice approvers.
• Partial Invoice: Displays the partial invoices for the selected job. You can also check and insert costs; approve and cancel approvals of partial invoice records; and transfer partial invoice lines to invoice lines in this tab.
  Note: This tab is only visible when you select a partial invoice.
• Conversation: Displays the invoice conversation for the selected job. You can manage and respond to invoice conversations.