Input Based Invoice Subjobs Screen

This screen will display a Header Job and its Subjobs where:

• The Billing Type in the Charge Type on the Job is 'Invoice Parent - Revenue on Job'.
• There are transactions to be invoiced. If there are no qualifying transactions on a job then it will not appear in the list.

The values displaying per Job are:

• Uninvoiced - To Invoice: Transactions qualifying for invoicing, excluding those previously deferred
• Uninvoiced - Deferred: Transactions previously deferred. They may be invoiced this time, but must be manually 'un-deferred'
• This Invoice: The value of transactions confirmed for this invoice

Note: The Closed / Finalised Status of the Job displays here. It is Read Only and cannot be changed from here

To enter the Prepare Job Invoices screen, click on the start of the line to drill through. You will do this to confirm the billing detail job by job, as detailed later.

Generate Default Billing
If you do not need to manually edit / include / exclude any transactions from invoicing (i.e. you are happy with the defaults and the displayed 'To Invoice' value) you can do a bulk creation of invoices.

Tick the left hand checkbox in the screen for Jobs you wish to Generate Default Billing. Note the select all checkbox option at the top of the screen to flag all the displayed jobs.

Click the Generate Default Billing button. All selected Jobs will have the invoicing process run automatically, with invoices created with values equal to the 'To Invoice' value