Use the Price submodule to mark price quote payment lines of selected jobs as invoiced.
To use the Price submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To mark a payment line in a price quote as invoiced:
-
On the main toolbar, click
Jobs
.
-
On the side toolbar, click
Jobs List and highlight the job with the price quote payment line that you want to mark as invoiced.
-
On the side toolbar, click
Price.
-
On the grid toolbar, use the drop-down list to select the price quote with the payment line that you want to mark as invoiced.
Alternatively, click
Open price quote list
and in the Price Quote List dialog box, highlight the price quote with the payment line that you want to mark as invoiced.
Note: You can only mark payment lines as invoiced of a price quote that has not yet been approved or locked for changes.
-
Click the Billing Plan tab.
-
Highlight the payment line that you want to mark as invoiced and select the
Invoiced check box.