Generate an estimate invoice for a job invoice

  1. Access the CCREGN—Job application from the main menu or quick launch to display the CCREGN—Search Job screen.

  2. Enter the relevant search criteria and click Search to display jobs that match the criteira.

    Note: All codes, enumerations and Job Name fields are case-sensitive for searching.

  3. Open the required job to display the CCREGN—Job Detail screen.

  4. Select the Invoicing tab to display the job invoices.

  5. Click Generate Estimate Invoice on the row containing the invoice.

  6. Click to download the estimate client invoice.