How to create multiple client job invoices using amounts from the scheduled invoices

Scheduled invoices automate billing, saving time and effort. They ensure consistent, timely billing for recurring services or subscriptions, improving efficiency and cash flow management.

Steps: 

1. Navigate to ACCOUNTING > Receivables > Invoice Multiple Estimates.
2. By default, this will display all estimates for all jobs which have not been previously invoiced.
3. Check the Select Scheduled Invoices box.
   
   
4. By default, this will display the selected invoice date range to the current month.
5. Adjust the From and To dates to display specific scheduled invoices
6. Uncheck the box DATE ACCORDING TO SCHEDULED INVOICE DATE and amend the INVOICE DATE field to reflect a specific date. 
   
   
7. Check the boxes of the estimate/s that need to be invoiced.
8. Avoid rounding errors from invoicing less than 100% by selecting the Round Line Amounts.
   
   

Add Actual Costs to the Invoice 

Steps: 

1. Select the estimate that you want to include the actual costs for by checking the selector icon.
2. Select Create Draft Invoice (Recommended) - This will create a Draft invoice numbered with the Job number with a DR suffix.
   
   
3. Upon selecting to create a draft invoice, you will be directed to the Client Job Invoices page where you can easily access and choose the draft invoice you want to add costs to.
4. Select a Client Job Invoice by clicking on Invoice No. 
5. To include both actual costs and scheduled estimated amounts on the invoice, you can choose to include or exclude billed supplier costs by selecting the Override Mark Up? option. You can then edit the Mark up and Description for the actual line items as needed.
   
   
6. Click COSTS.
7. Check the items to be included on the invoice.
8. If necessary, you can adjust the Mark up amount or Description of the supplier cost to be included on the invoice.
   
9. Click NEXT.
10. Click SUBMIT. 

11. Depending on the employee's approval status, the invoice can not be converted to a final invoice until the draft is approved by a manager.

12. Once the draft is approved, it must be turned into a final draft. Click here, to learn 

    how to convert draft client job invoices to final client job invoices