Background

Every cost transaction in Workbench has a deemed selling price.
These costs only become available to sell if the Charge Type on the Job has a Billing Type of Input Based or Input Output Based.

This Charge Type can also specify whether these cost transactions can be sold automatically from the Get Sales button at time of invoicing or if they need to be processed first through a Preview invoice stage to "flag" the transactions that are to be included in the next invoice

• On the Charge Type, if 'Ignore Preview for Billing' is ticked then all current unbilled transactions are available for invoicing in the Get Sales process

• On the Charge Type, if 'Ignore Preview for Billing' is NOT ticked then only current unbilled transactions which have been flagged as 'Previewed' by running the Preview Invoice process are available for invoicing in the Get Sales process

The advantage of the Preview Invoice stage is twofold:

1. It allows a snapshot view of what transactions will be included in the invoice and the sales value that will be used to create the sale, before the invoice is actually created
2. It locks that view of the transactions that will be sold so that cost transactional data can still be processed without it impacting the amount that you will be invoicing. Running another Preview Invoice will amend your flagged transactions.