How to create multiple client job invoices

Create multiple invoices and draw down a line item to submit an invoice for a partial amount.

Steps:

1. Navigate to ACCOUNTING > RECEIVABLES > Invoice Multiple Estimates.
2. By default, the next screen will display all estimates for all jobs which have not been previously invoiced. 
3. Check the box Show Jobs Previously Invoiced. Previously Invoiced.
   
   
4. Change the Invoice Date that appears on the invoice if necessary.
5. Select the estimate or number of estimates to be invoiced.
6. If the invoice needs to be less than 100% of the total estimate, select the % to Invoice  field and change the percentage from 100% to the required percentage.
   
   
7. To avoid rounding errors from invoicing less that 100% of an estimate, check the  Round Line Amounts box.
   
   
8. Choose an invoice by clicking on the selector icon, then a pop-up will appear prompting you to click on CREATE DRAFT INVOICE (Recommended).
   
   
9. A Draft Invoice will be created with a suffix DR in the Job No.  

Adding Costs to the Invoice

Steps: 

1. Navigate to  ACCOUNTING > Receivables > Client Job Invoices.
2. Click the Invoice No. that needs the costs.
3. Click Costs.
4. A screen will appear showing all supplier costs and internal charges that have been posted onto the job on Task Types not included in the Estimates.
   
   
5. Display any time entries that have been posted onto the job by selecting the INCLUDE CHARGE TYPES - TIME.
   
   
6. Check the charges that need to be added to the invoice.
7. Change or add the charge to be added to the Job by entering an amount in the MARK UP GBP fields.
8. Click NEXT.
9. Click Submit.
10. Click Convert Draft to create a final invoice.
11. Click OK.
12. Find and check the unapproved invoice from the list
13. Click Post.