Job Management                                Job Invoicing                                          Progress Invoicing

Progress Invoice (continued)

·Confirm the information in the Invoice Header is correct; make any changes if necessary.

·If Recurring Charges are being invoiced at this time, make the appropriate date selections in the Bill RMR area of the Invoice Header.  If Recurring Charges are not being invoiced at this time, un-check the Bill RMR option in the Invoice Header; all Recurring Charges will automatically be removed from the Items form.

·Navigate to the Parts tab and confirm Part Charges, if any.  If some part lines will not be included on this Job Invoice, highlight the Part line then click the keyboard delete key.  If any part lines are being partially invoiced, change the quantity column of the appropriate Part line to indicate the quantity of the part to be invoiced at this time.

·Navigate to the WIP tab (if displayed); review the amounts of WIP that will be relieved with this invoice - make any necessary changes to the allocation percentage(s).

·Navigate to the Invoice Footer; accept or change the default Invoice Description.  Select or type in a Contact name if needed; this name will print on the invoice.  Type in a note in the Memo field if desired; remember this memo field will print on the invoice.  The more information provided to your customer relative to the invoice charges, the less likely the invoice will be challenged by your customer.

·If the Invoice will be printed immediately, un-check the Add to Print Queue option.

6.  When finished filling in all required information, click the Save button to post the invoice to the G/L and the Customer's account.

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