Viewing/Editing Client Invoices

Client Invoices can be searched for and viewed just like any other Invoice. When viewing Client Invoices, it is also possible to edit them by either adding/removing Work Orders or changing existing details in the Client invoice. To search for Client... Read More

Sometimes, a Client Invoice may have been created incorrectly or may no longer be needed. If that is the case, it can be deleted.     1. Open the Client Invoice that should be deleted, and in the Actions drop down in the Status header, click ... Read More

Once a Client Invoice has had all the necessary Work Orders added to it, it is then ready to be submitted.     1. Open the Client Invoice that is ready for submission and in the Actions drop down in the Status header, click "Submit Invoice". This... Read More

If the Client Invoice number is already known then, rather than searching using the "View Client Invoices" option, the User can use the "Quick Search Invoice" option.     1. Click the "Quick Search Invoice" button and enter the Invoice Number. Then... Read More