Invoice Job

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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:

To close off a job:

  1. On the Jobs File window, select the relevant job, then click Details
    • Result: The job's details are displayed.
  2. 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.
  3. (As Required) Modify either the charge values, estimated values or actual values.
  4. Verify that the total charge value is correct.
  5. 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

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:

To invoice jobs:

  1. On the left-menu, under Work, click Print Invoices.
    • Result: The Printer Control Screen window is displayed
  2. 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

  1. On the left-menu, under Work, click Deliveries.
    • Result: The Job Deliveries File window is displayed.
  2. Click Printing.
    • Result: The Printer Control Screen window is displayed.
    • Note: If reports are not listed, click Reports.
  3. Select '012 Job Deliveries File - Invoice Data'
    • Result: The report is displayed.
  4. Click Print.
    • Result: The report is printed.

What Next?

Post invoices to accounts receivable.