Approve Test Client Invoices and Credit notes

Approve Test Client Invoices and Credit notes

Use this process to review, approve and log test client invoices

Step 1: Accessing Client Invoices

Test invoices can be logged either directly from the job or via the Costing menu.

Option 1: From the Client Invoice tab in the Jobs Window

1. Navigate toJobBag menu > Jobs
2. Find Job
3. Client Invoice tab
4. Click test Invoice to open
5. Select the Log button

Option 2: From the Costing Menu

1. Navigate toCosting menu > Invoices and Credit notes
2. Find "All test Invoices" worklist
3. Find Invoice
4. Select the Log button

Log Invoices Window

This step may require an admin/finance user

1. Ensure the client invoice you want to log is selected
2. Finalise the date and period (you can make changes if required)
3. Click OK
4. Confirm by selecting Yes

Note: You can log multiple client invoices and credit notes at the same time by ticking the ones to be logged.

Client Invoice Settings

1. Open the Client Invoice Settings window

   Select the options you require, including:

   • Consolidate Test Invoices
     • Tick this if you want all test invoices to be combined into a single PDF for emailing
     • Leave unticked if you want each test invoice to appear individually in the email