Creating and Posting a Job Sales Invoice

You can create an invoice for a job or for one or more job tasks for a customer when either the work to be invoiced is complete or the date for invoicing based on an invoicing schedule has been reached.

To Create and Post a Job Sales Invoice:

1. Open the Job Create Sales Invoice batch job request window. You can open the window from either the main menu (Periodic Activities folder) or from the Job Task Lines window and press the Functions button and select Create Sales Invoice.

2. On the Job Task tab, fill in any filters to filter the tasks to be invoiced.

3. In the Options tab fill in the posting date and whether you want to create one invoice per task or just a single invoice for all tasks. For Help about a specific field, see the Help for the batch job.

4. Click OK to create the invoices. To view an unposted invoice, select any of the planning lines that are transferred and click Get Sales Invoice/Credit Memo in the Job Planning Lines window.

5. Post the invoice. To view the posted invoice, select any of the planning lines that are invoiced and click Functions, Get Sales Invoice/Credit Memo in the Job Planning Lines window.

Related topics

Creating and Posting a Job Sales Credit Memo

Calculating and Posting Job Completion

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