Invoices
Work in Progress & Open Rollup Invoice Views
Summary: Use Work in Progress to summarize active jobs, and Open Rollup Invoice to audit rated/waiting/rolled-up invoices. Quick answer WIP can be run by customer or server; Open Rollup Invoice shows rated but unassigned, assigned but not sent, and ...
Create an On‑Demand Invoice
Summary: Generate a single‑order invoice that bypasses rollup and posts directly to A/R. Quick answer Use On‑Demand Invoice when you need an immediate, standalone invoice; cash must be applied to the specific invoice rather than in a batch. What you ...
Credit, Remove, View, and Print Invoices
Summary: Safely correct invoices; use View to inspect details; Print anytime. Quick answer Use **Credit** to back out a mistakenly billed order after rollup; use **Remove** only before A/R; use **View Invoice** to audit line items and comments; ...