This screen will open with the data displayed as described below
Header Section
- Invoice No/Job/Job Description
These three fields display the Invoice Number, Job Number and Description for information purposes only and enable the user to ensure that the correct Job or Invoice is being used.
- Confirm Billing Button
This will create the invoice lines for those transactions flagged to invoice in the screen
- Remove Filter Button
This clears the selection criteria in the Filter Options tab on the screen
- Copy Text Button
Text details entered on transaction lines can be useful in preparing the narrative to include in an invoice. This button provides the option to copy the Description and Text data from the displayed lines into a popup text box for review. From there it can optionally be copied to the Windows clipboard for subsequent pasting into somewhere else on the invoice, or into a Word document for further editing.
Note that the details that default are created by a stored procedure, so the exact content of the text displayed is customisable
- Edit Rates Button
For time transactions this displays the Sell Rate per person. Changing the rate in this screen will do a bulk change of that rate on all displayed transactions