Finalize Invoices

Use the Invoice submodule to finalize 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 finalize 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 finalize.
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 finalize.
   Alternatively, click Open Invoice List and in the Invoice List dialog box, highlight the invoice that you want to finalize.
   Note: You can only finalize an invoice that has already been approved.
5. Click the Header tab.
6. Click Finalize invoice .
7. In the confirmation dialog box, click OK.
   WorkBook changes the label and color of to Invoiced and dark blue.