Job Management  The Job Record Job Toolbar

The Job Toolbar Defined (continued)

Sales Summary

When pressing the Sales Summary button,  all Install Charges, the Materials List and all Recurring Charges are displayed.  As invoices are created for the Job, this form is updated with the balance remaining to be invoiced for the Job.  The Materials List will be displayed with all parts selected on the Materials form regardless of whether the customer will be invoiced for parts.

The Sales Summary is only available once the first two Job data entry forms, Work Order and Job System, have been completed and saved.

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