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Printing an Invoice

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Printing an invoice is similar to printing an Estimate.

To print an invoice, you perform the following steps:

  1. In the Project window, click the Billing drop down and choose Invoice.

    The Estimate button in the Project window ribbon bar / toolbar changes to Invoice.

    A dialog opens, stating that changing to an order causes the Order to be posted during the end of day process and asks if you want to continue.

  2. Click the Yes to continue.

    You are returned to the Project window.

  3. Click the Invoice button.

    The Print Invoice Criteria window opens.

    Review the information on the tab to ensure that the information you want printed on the invoice is selected.

  4. Click the Projects tab.

    Review the information on the tab to ensure that the information you want printed on the invoice is selected.

  5. You can review the other tabs as necessary.

  6. Click the Done button.

    The Estimate prints.

    Click here for more information on the Finished Report window.

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