Create Invoices for Time and Expenses

Make sure the checkboxes are selected for each invoice you want to create. If you don't see the invoices you expected, click Return to filter window to go back and make your selections again. You may need to choose a different date, jobs, or customers than in your original selection.

Once you have selected the invoices, click the Create button. You will have the option to print the invoices after they are created.

These are the same messages that would appear if you were creating sales transactions, such as sales invoices, sales orders, quotes, and proposals. You should look carefully at any customers that have these warning messages before selecting to create invoices for them.

Inactive: This appears if the customer is inactive.

Job Inactive: This appears if a job on the sales transaction is inactive.

Over credit limit: This appears if the customer's balance is over the credit limit and you have selected "Notify Over Limit" as the Credit Status for this customer on the Maintain Customers window.

Notify on invoicing: This appears if you have selected "Always Notify" as the Credit Status for this customer on the Maintain Customers window. You can change this warning message for individual customers by going to the Maintain Customers window > Payment & Credit tab. In the Terms and Credit section, select 'Customize terms for this customer.' You can also customize this warning message for all customers by going to the Customer & Sales Navigation center > Customers > Set Up Customer Defaults > Terms and Credit tab. When you select 'Notify Over Limit' as the Credit Status, a Message field will appear allowing you to enter a custom message.

Hold: This appears if you have selected "Always Hold" as the Credit Status for this customer on the Maintain Customers window. You will not be able to create a sales transaction for this customer until you change the credit status.

Hold (over credit limit): This appears if the customer is over the credit limit and you have selected "Hold Over Limit" as the Credit Status for this customer on the Maintain Customers window. You will not be able to create a sales transaction for this customer until the customer balance is below the credit limit or you change the credit status.

Yes, unless the warning is Hold or Hold (over credit limit). You'll need to select the checkbox for any invoices with warnings that you want to create.

The invoice amounts are considered estimated because they do not include any sales tax or retainage. Sales tax and retainage will be included when the invoice is created, if applicable.