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How to schedule invoicing of an estimate

The system enables you to schedule invoices for approved estimate.

Step by Step Guide:

    Scheduling Invoice of an Estimate

    1. Navigate to JOBS > Estimates.

    2. Use the Filters to narrow down your search.

    3. Click on the JOB NO you wish to create a schedules invoice for.

    4. Click on Activity, located above the action buttons.

    5. Then click on the Client Job Invoices.

    6. Click on Scheduled Invoices, located at the top right of the page.

    7. Click ADD COSTS TO INVOICE? to include job costs on the draft or final invoice.

    8. Go to Add selected number of Months and schedule the billing of an estimate over time by adding a specific number of months. The system will schedule the estimate equally over the number of months entered. Click on the arrow in the same field.

    9. A pop-up page will appear, asking you to enter or select the date for the first billing. Click OK.

    10. Click SAVE.

    Tip: The Invoice % column will be greyed out, and the function will consistently be influenced by the Amount rather than a percentage. You can still view the percentage and utilize the add months function to conveniently generate the records.

    Viewing the Scheduled Invoice of an Estimate

    11. Navigate to ACCOUNTING > Receivables > Invoice Multiple Estimates.

    12. Under the filters, check the box Select Scheduled Invoices to display invoices based on the schedule.

    13. By default, the system shows invoices for the current month. Adjust the From and To date fields to view specific scheduled invoices.

    14. If needed, uncheck DATE ACCORDING TO SCHEDULED INVOICE DATE and manually set the INVOICE DATE for your invoice.