Open Company Cards of Billable Jobs that are Ready for Invoicing

Use the Billable Jobs Ready for Invoicing submodule to open the company cards of billable jobs that are ready for invoicing.

To use the Billable Jobs Ready for Invoicing submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To open the company card of a billable job that is ready for invoicing:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks screen, click Follow-up > Billable Jobs Ready for Invoicing.
  3. Highlight or hover over the billable job that is ready for invoicing whose company card you want to open.
  4. In the corresponding Company field, click .
  5. Click Close .