During the job's development, job costs such as resource usage, materials, and job-related purchases can accumulate. As the job progresses, these transactions get posted to the job journal. It is important that all costs get recorded in the job journal before you invoice the customer.
You can invoice the whole job from the Job Task Lines window or only invoice selected contract lines from the Planning Lines window. Invoicing can be done after the job is finished or at certain intervals during the job's progress based on an invoicing schedule.
The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.
| To | See |
|---|---|
Create an invoice for a job or for job tasks. | |
Create a credit memo. | |
Complete the job after posting usage and invoicing. |