Quoted Billing

For Jobs with a Billing Type of Quoted in their Charge Type, the option is provided to automatically create an Invoice Line for the value of the Quoted Job.

The Quote Value must have been entered in the Job Maintenance screen in the Job Value field.

A Control Parameter (Type of Billing) "Quoted Sales Code" is provided. A valid Sales Code to be used as the default when creating the Invoice Lines is to be entered here.

For Quoted Billing Type Jobs, the "Get Sales" button is enabled.
On clicking "Get Sales" an Invoice Line is automatically added, with a Value of the Jobs Value from Job Maintenance, and the Sales Code from the Control Parameter. The job Status will be automatically changed to 'Invoiced'.

If the user attempts to create a second invoice, the Job Status is checked. If the Status is Invoiced then a message is provided (warning only) that the job has already been invoiced.

Note that the logic around Sales Code Groups applies when approving the invoice.