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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

  1. The Time Review screen will be displayed.
  2. 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.
  3. Click on Invoice Project.
    • The example has a total of 3 Regular Hours logged against the work order and Time has been Reviewed.

  1. The Add new Customer Invoice screen will display.
  2. Note that some of the fields on the invoice will be auto populated.
  3. Add or Edit the information to the Customer Invoice as required and click on Save.

  1. You will return to the Time Review screen.
  2. 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.

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