Invoices
Open an invoice or create a new invoice In the middle of the page there is a section for the invoice lines To add a new line, start typing the details in...
Tue, 1 Jun, 2021 at 2:19 PM
If you would like to send additional documents along with your invoice you can do this via the supporting documentation section Go to an invoice in DRAFT ...
Tue, 1 Jun, 2021 at 2:19 PM
You can only cancel an invoice after it has been Issued. If it is in Draft you can deleteĀ it Open your invoice Click on Cancel
Tue, 1 Jun, 2021 at 2:19 PM
If your invoice hasn't been issued yet see Issue my invoice Open an invoice that has been issued Change the status at the bottom right hand side o...
Tue, 1 Jun, 2021 at 2:19 PM
There are 2 ways to create an invoice from a PO; From the task details page From the job details page Either way, the button is located in the PO secti...
Tue, 1 Jun, 2021 at 2:19 PM
You can only delete an invoice if it is in Draft. If it has been Issued then you can CancelĀ it. Open your invoice Click on Delete
Tue, 1 Jun, 2021 at 2:19 PM
Open your invoice from the; Invoice List, the Job Details page or Task details page You can edit it in different ways depending whether is in Draft or it h...
Tue, 1 Jun, 2021 at 2:19 PM
Go to the navigation menu > Invoices > List Open the filter bar Apply any filters that are required Change columns displayed if required Click on...
Tue, 1 Jun, 2021 at 2:19 PM
Go to the invoices list Click on the filter bar arrow to open and apply a filter Click Apply
Tue, 1 Jun, 2021 at 2:19 PM
Open your draft invoice or create a new invoice Once you have saved any changes click Send
Tue, 1 Jun, 2021 at 2:19 PM