Job Cost Transfers
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How to create a client invoice

Create a client invoice from the job cost billing summary page.

Once Invoicing Instructions have been completed, select the jobs to create client invoices by clicking on the box to the right of the job. You can select multiple jobs at once.

By selecting at least one job, the Create Client Invoices button will be active. Click on this button to begin the process.

Screen Shot 2023-01-25 at 2.30.23 PM

A pop-up window will appear confirming the FX rate to be used, if line amounts are to be rounded, and if you would like to issue draft or final invoices.

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Note - Only jobs with the following Invoicing Instructions will produce a draft or final invoice when the Create Client Invoices button is clicked:

  • Bill Estimate
  • Bill Estimate less Previously Billed Estimate
  • Bill Costs
  • Bill Costs less Previously Billed Estimate

Jobs with Bill Scheduled Invoices, Bill Free Form, Make Job Inactive, and Take Up WIP Balance will not create client invoices.

 

Pro Tip - Job Cost & Billing Detail

Right click on the Job No. and open a new tab/window to see all transactions related to the job. To learn more, see Job Cost & Billing Detail.