Introduction to Client Invoices and Credit Notes

Introduction to Client Invoices and Credit Notes

JobBag makes billing fast, accurate, and flexible. Create, edit, clone, approve, and log client invoices directly from a job or through the Costing menu. If you need to correct or reverse a bill, issue a credit note in just a few clicks - JobBag automatically links it back to the original invoice.

With customisable settings, approval workflows, and clear audit trails, JobBag gives your team a smooth and reliable way to manage all client billing.

Privileges

The Quotes and Client Invoice privileges determine which users can create, log, approve, and manage client invoices and credit notes. These settings allows your organisation to control access and maintain proper approval workflows.

How to Access Privileges:

Navigate to: File menu > Administration > User Maintenance > Quotes and Client Invoices     

From here, assign the appropriate permissions to each user based on their role and responsibilities.

Click here for full description of each Client Invoice and Credit Note Privileges description

Settings

The Client Invoice Settings window allows you to control how JobBag behaves when creating, numbering, displaying, and printing client invoices. Configure these settings before issuing your first invoice to ensure consistency across your organisation.

How to Access Settings:

• Client Invoice Settings
• How to Add a Client in JobBag

Glossary

• Creating a client invoice
• Creating a credit note
• Approve client test invoices and credit notes
• Client Statements
• How to Add a Client in JobBag