Checking Job Costing and Creating Job Invoices

Checking Job Costing and Creating Job Invoices

To check and amend the job costing for any job complete the following

Load the Job from the Jobs Module then click on the Costing Tab.
All material rows entered by the engineer on the engineer web application will appear here.

Step 1 Check and ensure the costing is correct:
That quantities look correct and that unit Prices have a value..
That row values are correct
That the VAT code and VAT value is correct.
That the NET, VAT and Gross values are correct

Step 2: Decide if you intend to charge for hours on this job
Should you wish to bring in all the hours undertaken on the job and charge for them Click on  Import all Timelines

Step 3: If you wish to delete any rows from the costing grid, simply click on the row header (highlighted in green and then click on the delete key.

Step 4: To print or email an invoice, press save, return to the Jobs Module (Job listing) , select the row(s) required then click on Reports and select one of the Invoice style and print or email merge. 




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