Check Costs for Partial Invoices

Use the Invoice submodule to check costs for partial 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 check costs for a partial invoice:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar, click Jobs List and highlight the job with the partial invoice that you want to check costs for.
  3. On the side toolbar, click Invoice.
  4. On the grid toolbar, use the drop-down list to select the partial invoice that you want to check costs for.
    Alternatively, click Open invoice list and in the Invoice List dialog box, highlight the partial invoice that you want to check costs for.
    Note: You can only check costs for a partial invoice that has not yet been approved or locked for changes.
  5. Click the Partial Invoice tab.
    Note: This tab is only visible when a Partial Invoice is selected.
  6. Click Check costs .
    WorkBook lists all unbilled costs for the job.