Invoices are created from the Invoicing Menu within the system.
Please see User Guide How to Create a Pre Invoice Report for more information. Depending on your system setup you may be instructed to run the Pre Invoice Report button before you can run the Create Invoice button in Step 4 of this guide.
The screen will now look like this:
Business Unit & Group Company will be defaulted to the user’s account details.
Field | Description |
---|---|
Job Type | You can select a specific Job Type within this field, i.e. if you select Offshore, the Invoice will only show chargeable lines against a Job Details record which has a Job Type of Offshore and have not yet been invoiced |
Client | You can select a specific Client within this field, i.e. if you select ABC Demo Client Ltd, the Invoice will only show chargeable lines against a Job Details record which has a Client of ‘ABC Demo Client Ltd’ and have not yet been Invoiced |
Job Number | You can select a specific Job Number within this field, i.e. if you select Job Number CSAM-18, the Invoice will only show chargeable lines against a Job Details record which has the Job Number of ‘CSAM-618’ and has not yet been invoiced |
Internal Clients Only | This box is defaulted to capture all jobs, whether they are Internal Clients or not, however you can adjust this to pull through only jobs which are for Internal Clients or not to pull through any for Internal Clients |
Invoice To | The date selected in this field will be the date your chargeable lines will be invoiced up to and including |
Note: As previously stated in this guide, if all of the above fields and tickboxes are left blank, the system will show all chargeable lines on the Invoice which have not yet been invoiced.
Select Yes to continue or No to cancel the operation, the system will now run a query in the background to locate the chargeable lines.
Select OK to continue.