Invoices

Add / Edit / Delete lines on my invoice
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, 13 Mar, 2018 at 6:01 PM
Add supporting documentation to my invoice
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, 13 Mar, 2018 at 6:03 PM
Cancel my invoice
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
Tue, 13 Mar, 2018 at 6:05 PM
Change the status of my invoice
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 ...
Tue, 13 Mar, 2018 at 6:06 PM
Create my first invoice
If you haven't already done so please setup your template There are 3 ways to add an invoice; When you are in a task, go to the invoices section ...
Mon, 25 May, 2020 at 4:28 PM
Create my invoice from a Purchase Order
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, 13 Mar, 2018 at 6:12 PM
Delete my invoice
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
Tue, 13 Mar, 2018 at 6:13 PM
Edit my invoice
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, 13 Mar, 2018 at 6:16 PM
Extract reports
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, 13 Mar, 2018 at 6:17 PM
Filter and search for my invoice
Go to the invoices list Click on the filter bar arrow to open and apply a filter Click Apply
Tue, 13 Mar, 2018 at 6:19 PM