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Posting an invoice permanently locks the invoice information in the history of the Job Manager system and prevents users from further changing or modifying the invoice. Invoices can be posted with Job Manager's Invoice Post page.
- Click the Post link above the header in the Invoices tab. The Invoice Post search definition page will appear.
- Enter the search criteria you would like to use. Search criteria may include any combination of an invoice number range, job number range, invoice date range, and/or customer.
- Click Search (
). The invoice list will be displayed in the Invoice Post page.
Note: If the Administrator has enabled the Accounting Integration feature of Job Manager, only "exported" invoices that meet your search criteria will be displayed in the Invoices Post page. If, on the other hand, Accounting Integration has been disabled, any non-posted invoices that meet your criteria will be displayed in the page.
- Select the invoice(s) that you would like to post and click Post (
). A dialog box will appear. Clicking the mouse will highlight the selected invoice. Holding the Shift or Control keys will allow you to select multiple invoices.
- Click OK (
). This will post the selected invoice(s) and lock the invoice information in the database. The dialog box will disappear and the Post Invoices page will be refreshed. Any invoices that were posted will be removed from the list.
At this point, the selected invoice(s) have been posted; invoice information for these invoices cannot be edited or modified. However, the invoices can still be viewed and printed through the Review Invoice or Invoice Journal pages if needed.
"Invoices Home Page" on page 275
"Suggested Job Price" on page 277
"Understanding Invoice Information" on page 278
"Creating An Invoice" on page 295
"Reviewing An Invoice" on page 303
"Accounting Integration And Invoice Workflow" on page 307
"Invoicing Scenario Example" on page 310
"Invoice Distribution" on page 319
"Setting Up Invoice Backdating" on page 335
"Generating An Invoice List (Invoice Find)" on page 337
"Generating An Invoice Journal" on page 344
"Printing Multiple Invoices" on page 347
"Exporting To Accounting" on page 360