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5000manual:5200jobcards:5235invoicing [2021/01/06 05:09] rajeev.ranjan |
5000manual:5200jobcards:5235invoicing [2021/01/06 13:47] (current) rajeev.ranjan |
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| 1. On Jobs you’d like to do Consolidated Invoicing for, change the Invoice Type on the Invoicing tab of the Job Card to ‘Consolidate’. | 1. On Jobs you’d like to do Consolidated Invoicing for, change the Invoice Type on the Invoicing tab of the Job Card to ‘Consolidate’. | ||
| - | {{ :5000manual:5200jobcards:ci1.png?400 |}} | + | {{ :5000manual:5200jobcards:consolidate686.png?600 |}} |
| The Job must be completed (by either clicking the 1. Complete button or entering a Completed Date in the Invoicing tab of the Job) but not already be invoiced to be included in a Consolidated Invoice. | The Job must be completed (by either clicking the 1. Complete button or entering a Completed Date in the Invoicing tab of the Job) but not already be invoiced to be included in a Consolidated Invoice. | ||
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| 2. To invoice the Jobs marked as Consolidated, go to Actions > Contacts. | 2. To invoice the Jobs marked as Consolidated, go to Actions > Contacts. | ||
| - | {{ :5000manual:5200jobcards:ci2.png?400 |}} | + | {{ :5000manual:5200jobcards:customer686_conildate.png?600 |}} |
| 3. Type in the name of the Customer you’d like to create the Invoice for, or use the Search to bring up their Contacts card. | 3. Type in the name of the Customer you’d like to create the Invoice for, or use the Search to bring up their Contacts card. | ||
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| Click Print Invoice. | Click Print Invoice. | ||
| - | {{ :5000manual:5200jobcards:ci9.png?100 |}} | + | {{ :5000manual:5200jobcards:print_invoice1.png |}} |
| - | {{ :5000manual:5200jobcards:c199.png?300 |}} | + | {{ :5000manual:5200jobcards:print_invoice.png?400 |}} |
| From the drop down menu, select “Invoice –Consolidated”. | From the drop down menu, select “Invoice –Consolidated”. | ||