TSM Wiki

You are here: Welcome » TSM Manual » Job Cards » Invoicing

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
5000manual:5200jobcards:5235invoicing [2021/01/06 05:09] – rajeev.ranjan5000manual:5200jobcards:5235invoicing [2021/01/06 13:47] (current) – rajeev.ranjan
Line 133: Line 133:
 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. 
Line 139: Line 139:
 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.
Line 180: Line 180:
 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”.