Create an invoice for one job

  1. Find jobs for invoicing

  2. Double-click the job to open the that displays the previous invoices for the job and the list of samples in the job.

  3. Select the sample included in the invoice.

  4. Click OK to attempt invoice creation, and open the INVOICE—EditInvoice Form.

  5. Where the job already links to an invoice, a warning is first given and the screen displays the invoiced job or the primary job in the case where the invoice is linked from multiple jobs. Providing you have the specific rights, proceed to edit, credit, remove or overwrite the existing invoice, create a new invoice, or update the invoice's details, as required.

  6. Where the job is not already linked to an invoice, select the samples to include in the invoice and click OK to display the the INVOICE—EditInvoice Form. Proceed to enter the invoice details.

Note: Invoices can include more than one job, if and only if the jobs are owned by the same client. The jobs can be taken from different projects, as long as the Invoice Client is the same.

  1. Check the check box next to the jobs that are required.
  2. Double-click one of the selected jobs to open the Invoice select Job screen, displaying the available jobs to be invoiced.
  3. If required, re-select the jobs for the invoice. (Hold down the Ctrl key to select multiple jobs)
  4. 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.