from the Job List function buttons.Job Invoicing Overview
Jobs may be invoiced once a Job
Task line flagged for invoicing has been approved. The Job
Type selected on the Job Work Order form determines the invoicing
method for the Job. All Job Invoices are generated from the
Job Queue by selecting the Ready to
Invoice button from the Job List function buttons.
There are three basic invoicing methods:
Entire Job Charges at one time or Progress Invoicing - The entire job charges are invoiced at the end of the job or progress invoices are created through the life of the job.
Percentage Invoicing - which is controlled by the invoicing setup on the Job Task lines. This method is only available if the Job Type in SedonaSetup is flagged for percentage invoicing.
Hold Back Invoicing - Is controlled by settings on the Job Type in SedonaSetup.
If a Job has been setup with both Install Charges and Recurring Charges, the User may first invoice for the install charges, then create a separate invoice for the recurring charges or all charges may selected for a single Job Invoice.
Each invoicing method will be covered in this topic section. Follow the topic links below for detailed instructions for each invoicing method.
Job Invoice Definitions
Invoice Entire Job at one time