How to print and dispatch a client job invoice

Print Client Job Invoices

Steps:

1. Navigate to ACCOUNTING > Receivables > Client Job Invoices.
2. Use the Filters to narrow down your search, or scroll through the list of INVOICE NO.
3. Check the box next to the Invoice No. that needs to be printed. 
4. Click Preview, located at the top right of the page. 
5. The invoice(s) will be printed into a pdf viewer window – from there, you can send the invoice(s) to the printer or alternatively save the file as a pdf by clicking on the save icon in the pdf viewer window.

How to dispatch invoices

Steps:

1. Navigate to ACCOUNTING > Receivables > Client Job Invoices.
2. Use the Filters to narrow down your search, or scroll through the list of INVOICE NO.
3. Check the box next to the Invoice No. that needs to be dispatched. 
4. Click Email Hyperlink, located at the top of the page. 
5. An email will be created addressed to the invoice contact’s email address with a hyperlink to the pdf file containing the invoice(s), which the recipient of the email can click on to open.
6. Click the Emal Attachments, also located at the top of the page. This will bring up a window pre-populated with the text set up in Disclaimers Setup Files/Report Setup/Report Disclaimers and can be edited/overridden.
7. ​An email will be created addressed to the invoice contact’s email address and sent by AccountAbility's email system.
8. ​The sender will receive a copy email.

​Email a client job invoice from within the client job invoice

Steps: 

1. Navigate to ACCOUNTING > Receivables > Client Job Invoices. 
2. Use the Filters to narrow down your search, or scroll through the list of INVOICE NO.
3. Click on the invoice number that needs to be emailed. 
4. Click Email, located at the top of the page. 
5. An email will be created addressed to the invoice contact’s email address with a hyperlink to the pdf file containing the invoice(s), which the recipient of the email can click on to open.