Billing

Navigate to the menu Billing -> Job Billing and select one or more jobs to bill.

Select the date thru which to display the applicable items of the job, and if desired, enter the Job ID as an option to limit the data and click “Get Data”. Then check the boxes corresponding to items for which you want to generate an invoice.

Click on “Generate Invoice”.

This can be a trial or live invoice.

Select the Financial Period and the invoice date

Then once you create a live invoice, post to A/R. The invoice will display also in the JOB screen.