![]() Click Exit to close the form.Īside from the standard prompts available on all forms, the Quick Invoice entry form prompts for the following information:Įnter or select the date of the invoice. Click Print to print the invoice.Ĭlick Cancel to close the invoice. This will display a printable image of the invoice in the document viewer. Note that normal invoices to not appear in this list, and quick invoices do not appear in the list of invoices in the normal invoice entry form.Ĭlick View. Select the invoice (by date) from the prompt for Invoice. Select the Job in the prompt for Job at the top of the screen.Ģ. Then open the Quick Invoice form and click Add Invoice.ġ. If a job does not exist for the customer, create one using the Edit Job form.Ģ. Select the Job in the prompt for Job at the top of the screen. To create a quick invoice, follow these steps:ġ. If you need to allocate costs to categories other that Materials, you must use the Edit Job Estimate form to create the job item, then use the Job Progress entry form to update the actual count and costs and set the status to "completed", then use the normal invoice entry form to create an invoice. The costs for job items created for quick invoices are allocated to the "Materials" cost category, and cannot be allocated to other cost categories (Labor, Equipment, Subcontractor, Other).If you need to create an invoice with multiple lines, you must use the Job Edit Job Estimate form to create the line items, then use the Job Progress entry form to update the actual count and costs and set their status to "completed", then use the normal invoice entry form to create an invoice. You can enter any amount of text to describe the item, but it can have only one count and cost. A quick invoice can have only one line item.This means that the invoice line item will appear in the job estimate, and it will be added to all job accounting that appears in reports such as the Job Progress, and Job Recap reports. When you create a quick invoice, the line item for that invoice is included in the job that the invoice is created in. To enter a quick invoice, click on Invoice in the shortcut menu, then click on Enter Quick Invoice.Ī quick invoice automatically creates an estimate item, updates the actual count and cost, and sets its status to completed, all in one step. You can create "quick" invoices without having to enter estimate items and update their cost and status. ![]() Normally, invoices are created from estimated job items entered in the Edit Job Estimate form, and set to "Started", or "Completed" status in the Job Progress entry form (or by entering actual costs in the Purchase Entry form).
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