Use this window to select the job you want to invoice and the amount to invoice.
Type the job number or use the Lookup to select the job you want to create an invoice for.
After you select a job, this field displays the job description. You cannot edit this field.
From the drop-down, select from the following options how you want the job to be invoiced.
• Automated: this option will show all the Cost Codes with units produced that haven’t been billed and then invoice all the Cost Codes up to the amount you enter in the Amount field. The Cost Codes are in the order they appear in the job. You can change which Cost Codes are invoiced in the Order Entry window.
• Through Tran Date: this option shows all the Cost Codes with units produced that haven’t been billed. Cost Codes that have cost activity dated before the date you enter in the Tran Date field will be checked in the Detail grid. Use this option if you want to relieve WIP based on the time frame in which costs were applied to the job.
• Detailed: this option will show all the Cost Codes in the job with units produced that haven’t been billed. You can select which Cost Codes you want to invoice in the Order Entry window.
• Deposit Only: this option only appears if you are integrated to Accounts Receivable. It creates a single deposit line for the amount you enter.
• Reversal Detailed: this option only appears if the job has invoices posted to it. Use this option to reverse WIP back to the job. This only shows Cost Codes that were previously invoiced and they appear in the Entry window with a negative quantity.
This field appears if you selected Automated or Deposit Only from the Invoicing Type drop-down. Enter the amount you want to invoice for the job.
This field appears if you selected Through Tran Date from the Invoicing Type drop-down. Enter the date you want to invoice activity through.