Example

In this example, a simple Job has been entered with a General Labor charge and no Equipment.

Note:

If there are multiple Phases and/or Billing Groups, you must "hold" all Phases or Billing Groups not to be invoiced.

Click the Post icon on the toolbar.

The Post window will be displayed.

 

Before Posting and Invoicing:

•A Posting Date different to the Document Date is allowed so the item/services can be posted to a different period to the document if required.

•Click [Tax] to view and adjust the Tax Rates.

•Click [Curr. Rates] to view and adjust the Currency Rates.

Curr. Rates option will only be available if your company uses multicurrency accounting.

•Click [Payments] to view any receipts which have been applied to the document.

•Click [Preview] to verify that all the details are correct. The Print Invoices window will be displayed.

Preview the Invoice before Posting it

Tick the items to appear on the Invoice. Click [Print] to generate a Preview Invoice.

Note:

It is also possible to generate a Preview Invoice from the Document Entry Print menu. This enables users who do not have "Posting" security to be able to generate a Preview Invoice. The Print Invoices window will be displayed as shown above.
 

Post the Invoice

Once you are satisfied that all the details correct, click [Post] on the Post window. A Warning message will be displayed.

Click [Yes] to continue. A second Warning message will be displayed that shows the Invoice No. of the invoice generated.

Click [Yes] to print the invoice. Click [No] if you have special batch processing requirements, invoice paper handling requirements, etc.