Run Preview Invoicing

Owned by Former user (Deleted)
Last updated: Jan 18, 2017 by Workbench (Unlicensed)
1 min read

Run this process from the Preview Invoices screen

The first part of the screen is the selection criteria that can be used to select those jobs that you want to Preview and "Flag" for sale.

Select Jobs
If you are using Preview Invoice Header you can select by Header only and the Subjobs will also print. If you are using Preview Invoice Job but also want the SubJobs to print you must follow the Header code with a "*" or the selection will not be valid for the SubJobs.

The bottom part of the screen displays the Preview Format that will be used to view the Previewed Jobs. This also allows the ability to
run the Preview and Not Flag the Transaction for sale and run the Preview and not the Previewed Jobs.

Note: That a Preview will only print where there are cost transactions to be sold and the Job/SubJob has an Input Based Charge Type.