Invoice Job
On this page:
Table of Contents:
Closing off a Delivery
Before deliveries can be invoiced, they need to be closed off.
Note: Deliveries that are ready to close off will have a status of 'Completed'.
Before You Begin
Ensure that:
- you have the relevant job bag on hand.
- the Job File window is displaying a list of jobs that are ready to close off.
Note: To display a list of jobs that are ready to close off, on the left-menu, click Jobs. If the Jobs Filter window is not displayed, then at the top of the Jobs File window, click Sel. Click Reset, then from the list of quickpicks, select 'Work in Progress' (Not Invoiced). Click Proceed. - in the Status column, the job status is 'Completed'
Note: A status of Completed indicates that the job has been despatched, that is despatch dockets and/or labels have been printed.
Note: To display the job's details, select the relevant job from the list, then click Details.
To close off a job:
- On the Jobs File window, select the relevant job, then click Details
- Result: The job's details are displayed.
- On the Jobs File window, centre button bar, click Invoice Details.
- Result: The Invoice Details frame is displayed in the lower-half of the window.
- (As Required) Modify either the charge values, estimated values or actual values.
- Verify that the total charge value is correct.
- On the right-side of the window, select the Ready option.
- Note: The job is closed off and ready to invoice.
What Next?
Repeat steps 1 to 5 for each job that needs to be invoiced.
When all jobs are closed off, invoice all the jobs. For more information, see
- 'Invoicing Multiple Jobs in One Go', later in this document. Invoicing Multiple Jobs in One Go
Invoicing Multiple Jobs in One Go
The steps below describe how to generate invoices in one go for all jobs that have been closed off.
Note: Jobs that are closed off will have a status of 'Ready to Invoice'.
Before you begin
Ensure that:
- all jobs to be invoiced are closed off.
To invoice jobs:
- On the left-menu, under Work, click Print Invoices.
- Result: The Printer Control Screen window is displayed
- Click Ready.
- Result: The invoices with a status of 'Ready to Invoice' are printed.
What's Next?
Immediately prior to posting, print an audit trial of invoiced jobs.
Deliver/post the invoice.
Printing an Audit Trail of Invoiced Jobs
Before you begin
Before printing an audit trail, ensure that all the relevant invoices have been printed.
Print the audit trail immediately before posting.
To print an audit trail of invoiced jobs
- On the left-menu, under Work, click Deliveries.
- Result: The Job Deliveries File window is displayed.
- Click Printing.
- Result: The Printer Control Screen window is displayed.
- Note: If reports are not listed, click Reports.
- Select '012 Job Deliveries File - Invoice Data'
- Result: The report is displayed.
- Click Print.
- Result: The report is printed.
What Next?
Post invoices to accounts receivable.