Mark Price Quote Payment Lines as Invoiced

Use the Price submodule to mark price quote payment lines of selected jobs as invoiced.

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

To mark a payment line in a price quote as invoiced:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar, click Jobs List and highlight the job with the price quote payment line that you want to mark as invoiced.
  3. On the side toolbar, click Price.
  4. On the grid toolbar, use the drop-down list to select the price quote with the payment line that you want to mark as invoiced.
    Alternatively, click Open price quote list and in the Price Quote List dialog box, highlight the price quote with the payment line that you want to mark as invoiced.
    Note: You can only mark payment lines as invoiced of a price quote that has not yet been approved or locked for changes.
  5. Click the Billing Plan tab.
  6. Highlight the payment line that you want to mark as invoiced and select the Invoiced check box.