Add Activity Lines to Invoices

Use the Invoice submodule to add activity lines in invoices of selected jobs.

To use the Invoice submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To add an activity line to an invoice:

1. On the main toolbar, click Jobs .
2. On the side toolbar, click Jobs List and highlight the job with the invoice that you want to add an activity line to.
3. On the side toolbar, click Invoice.
4. On the grid toolbar, use the drop-down list to select the invoice that you want to add an activity line to.
   Alternatively, click Open Invoice List and in the Invoice List dialog box, highlight the invoice that you want to add an activity line to.
   Note: You can only add activity lines to an invoice that has not yet been approved or locked for changes.
5. Click the Lines tab.
6. Click Pick activities from a list .
7. In the Add an Activity dialog box, use the drop-down list to select the phase that you want to add the activity line to.
8. Highlight or hover over the activity that you want to add to the invoice and click Add activity line .
9. Click Close .