We are currently updating our site; thank you for your patience.
Service
Time Review - Invoice Project
A call can be invoiced from the Time Review screen.
- Only Regular Hours are billable.
- Time marked as Reviewed will be invoice.
- All billable items linked to the selected call will display on the invoice.
Ribbon Access: Service > Time Review |
- The Time Review screen will be displayed.
- Click on the row of the work order that is linked to the project you wish to invoice.
- - A work order can be listed twice when two different employees logged time against the work order.
- - A work order can be listed twice if the same employee logged time against the work order on different dates.
- Click on Invoice Project.
- The example has a total of 3 Regular Hours logged against the work order and Time has been Reviewed.
- The Add new Customer Invoice screen will display.
- Note that some of the fields on the invoice will be auto populated.
- Add or Edit the information to the Customer Invoice as required and click on Save.
- You will return to the Time Review screen.
- The time record that was invoiced will be removed from the screen.
To view the invoice and for further processing, refer to Introduction to Sales Invoices.
MNU.075.005