When the work has been completed on a work order; it has been reviewed for accuracy; and the status set to Ready To Bill, it can be invoiced from the Ready To Bill Work Orders List.
Navigate to Accounts Receivable > Work Orders > Ready To Bill Work Orders (tab).
All Work Orders ready to be invoiced are listed in the grid area.
Invoice All
If you want to invoice and close all work orders in the list, select the checkbox to the left of the header column labeled WO#. A checkbox appears to the left of all work orders in the grid area.
Invoice Selected
If you want to invoice and close certain work orders in the list, select the checkbox to the left of each work order to be included in the invoicing.
When finished selecting the work orders to invoice, click the Close and Invoice Selected button.
After clicking the Close and Invoice Selected button, a dialog box is displayed, prompting you to select a status to assign to all the work orders invoiced. Select Completed from the drop-down list, and then click the Save button.
A banner message is displayed as shown below. If the software encounters problems invoicing any of the work orders, they will remain in the Ready To Bill Work Orders grid for further investigation.
