Create an invoice for multiple jobs linked to the same client

  1. Find jobs for invoicing

  2. Check the check box next to the jobs to invoice together. Note that the jobs must be linked to the same client. The project does not have to be the same.

  3. Check the check box next to the jobs that are required.

  4. Double-click one of the selected jobs to open the Invoice select Job screen, displaying the available jobs to be invoiced.
  5. If required, re-select the jobs for the invoice. (Hold down the Ctrl key to select multiple jobs)
  6. Click OK. InvUDF.VBS is a VBScript file located in the folder defined by the ConfigDirectory GLOBAL setting. If the CanOpenInvoice subroutine exists in InvUDF.VBS, it is invoked to determine whether the selected job(s) can be opened for invoicing. If it cannot, an error message displays, and the job(s) will not be able to be opened for invoicing.

If an invoice does not exist for the selected job(s), this opens the Invoice edit screen.

If an invoice already exists for the selected Job(s), a warning is given. The invoice can be edited, credited, removed, overwritten or updated.

InvUDF.VBS is a VBScript file located in the folder defined by the ConfigDirectory GLOBAL setting. If the AfterOpenInvoice subroutine exists in InvUDF.VBS, it is invoked after the invoice is opened.