Mark Partial Invoice Lines to Show on Invoices

Use the Invoice submodule to mark partial invoice lines to show on 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 mark a partial invoice line to show on an invoice:

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 show on an invoice.
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 show on an invoice.
   Alternatively, click Open invoice list and in the Invoice List dialog box, highlight the partial invoice with a line that you want to show on an invoice.
   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 show on the invoice and select the Invoice check box.
   WorkBook automatically selects the Settle check box.