Invoice Time and Expenses-Filter Selection
Use this screen to select which time tickets, expense tickets, or reimbursable expenses you want to invoice. You can choose to filter by customers or jobs. Then you choose whether you want to invoice time tickets, expense tickets, and/or reimbursable expenses for those customers or jobs.
Invoices will be created for any tickets/expenses for the specified customers or jobs that are dated with the As of date or earlier.
Note: Invoices can only be created for jobs that have customers associated with them. You can associate a customer with a job on the Maintain Jobs screen.
When you click OK, you will see a list of all invoices that will be created based on your filter selections. You can then choose to create all of those invoices, some of those invoices, or to return to the filter screen to make different selections.
Tell me about each filter option on this window.
As of date: Any tickets/expenses that meet the filter criteria that are dated with this date or earlier will be invoiced. This field will default to the Windows system date.
Whom to invoice: Specify the customers or jobs that you want to bill for the tickets/expenses.
Note: In order to invoice a job, the job must have a customer associated with it. You can associate a customer with a job on the Maintain Jobs screen.
Select a filter: You can filter the tickets/expenses by customer or by job. Once you make this selection, you can narrow the tickets/expenses down further to a specific customer or job or range of customers or jobs.
Select an option:
All: Choose this to include tickets/expenses for all customers or jobs.
Range: Choose this to include tickets/expenses for a range of customers or jobs. Enter the first customer or job in the range in the From column and the last customer or job in the range in the To column. If you want to include items for multiple customers or jobs which aren't listed consecutively, you should select One or more and then select the customers or jobs.
One or more: Choose this to select one customer or job, or multiple customers or jobs which aren't listed consecutively. Select the checkbox next to the name of each customer or job you want to bill items for.
What to invoice: - Select which type of tickets or expenses you want to bill
Time tickets: Select this if you want to bill time tickets for the customers or jobs you have selected.
Expense tickets: Select this if you want to bill expense tickets for the customers or jobs you have selected.
Reimbursable expenses: Select this if you want to bill reimbursable expenses for the customers or jobs you have selected. (Reimbursable expenses come from Purchase and Payroll transactions that have jobs assigned to them.)
Description used on invoice: If you are billing a time or expense ticket, you must specify if you want the description on the invoice to come from the time or expense ticket or from the inventory item that was selected on the ticket.