JobFile

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...

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 ...

You can only cancel an invoice after it has been Issued. If it is in Draft you can delete it Open your invoice Click on Cancel

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...

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...

You can only delete an invoice if it is in Draft. If it has been Issued then you can Cancel it. Open your invoice Click on Delete

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...

Go to the navigation menu > Invoices > List Open the filter bar Apply any filters that are required Change columns displayed if required Click on...

Go to the invoices list Click on the filter bar arrow to open and apply a filter Click Apply

Open your draft invoice or create a new invoice Once you have saved any changes click Send