- Go to “Finances” > “Outgoing Invoice”
- Choose a job by filtering results by budget year, client, area and job, and click “select”
- Now, choose “Agency Invoice” or “Advance Invoice” and click “create new”
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- Several fields might be already filled but can still be changed
- At the top of the details page, you can choose between several “Special functions” (not applicable for “Advance Invoice”):
- Positions from estimate (only available for jobs with at least one existing estimate)
- Bill OOP/Staff Expense
- Transfer advance
- Bill Service
- Credit Note
- Click the green plus icon to add new costs and save them by clicking the green check icon
- Complete the invoice by clicking “Save”
TIP: when selecting a “Cost Type”, you can also choose from several special options, i.e. “Subheading”, “Inserted Text”, “Sub Total”, “Page break” and “Break / Balance”
