Jobs and billing
The “Billing” tab on the job screen will display all of the actions that have been marked as “Is billable”. The list of actions will be grouped into “Invoiced” and “Not invoiced”.
When a job has billable actions, then next stage of the financial process is to bundle billable actions into an invoice. This can be done as follows.
Once an action has been marked as “Is billable”, it can then be invoiced.
Open the job that contains the actions that are billable
Click on the “Billing” tab
Select all of the actions that you wish to combine together into one invoice
Click the “Invoice” button. The invoice screen will appear
Complete the details on the invoice screen. Click OK.
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