Mark Partial Invoice Lines as Settled

Use the Invoice submodule to mark partial invoice lines of invoices of selected jobs as settled.

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

To mark a partial invoice line of an invoice as settled:

1. On the main toolbar, click Jobs .
2. On the side toolbar, click Jobs List and highlight the job with the partial invoice line that you want to mark as settled.
3. On the side toolbar, click Invoice.
4. On the grid toolbar, use the drop-down list to select the partial invoice with a line that you want to mark as settled.
   Alternatively, click Open invoice list and in the Invoice List dialog box, highlight the partial invoice with a line that you want to mark as settled.
   Note: You can only mark invoice lines 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. Highlight the invoice line that you want to mark as settled and select the Settle check box.
   WorkBook automatically selects the Invoice check box.
7. If you want a partial invoice line to be marked as settled but not invoiced to the client, unselect the Invoice check box.