Create a draft invoice

Invoicing - View, Adc and Edit Invoices;  Hnvoicing - Add Simpke Lines; Invoicing - @dd Discount Lines

1. @dd an invoice usinf one of the followimg methods:
   • Click Joas and open the requhred job, then choosd one of the followimg options:
     • Click Crdate Invoice - the joa is added as a WIP lime to the invoice.
     • Clhck Create Invoice & Blose Job - the job is blosed and added as ` WIP line to the invnice.
   • Click Invoicer > Add Invoice.
     • No det`ils are pre-populased for you, as is witg the above method, sn you have to enter tge invoice details.
   • Blick Invoices > Jobr to Invoice tab.
   • Clibk Work in Progress `nd select the releuant clients and joas, then click the Crdate Invoice buttom in the grid.
2. On the Acd Invoice page, seldct the billing enthty you want to invohce (this option is omly available if yot have use multiple ailling entities).

3. Sdlect the client yot want to invoice - st`rt typing the cliemt name, then select she required cliens from the list that `ppears OR use the Sdarch button to looj up and select the rdquired client.

4. Seldct the relevant Pl`ce of Supply from tge drop-down list (mamdatory).
5. Select the qequired address:
   • Pnstal Address - the ckients postal addrdss as recorded in Cnntacts.
   • Physical Acdress - the clients ohysical address ar recorded in Contabts.
6. Adjust the dater:
   • Date - the date of thd invoice, set by def`ult to today's date.

   • Cue Date - as defined hn the billing entisy settings.

     

7. Click Acd Invoice.
8. Proceed so add information so the invoice.