Invoicing: Difference between revisions

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This screen allows the users to tag jobs as being invoiced.
This screen allows you to tag jobs as being invoiced.


{{Note}} This screen doesn't invoice or create invoice reports - it is there simply to allow you some admin control over your own invoicing processes.


When the screen starts, you will be prompted to enter searching criteria from:
When the screen starts, you will be prompted to enter searching criteria from:
* Load ID
* ''Load ID''.
* Job ID
* ''Job ID''.
* Service ID
* ''Service ID''.
* Job Group
* ''Job Group''.
* Job Code
* ''Job Code''.
* Service Type
* ''Service Type''.
* Reg Number
* ''Reg Number''.
* VIN Number
* ''VIN Number''.
* SIM Number
* ''SIM Number''.
* Customer Code
* ''Customer Code''.
* Invoiced (from a drop-down list).
* ''Invoiced'' - selected from a drop-down list.


[[File:EPOD-Invoicing1.PNG|600px|border]]
Once you have entered the criteria, click '''Search'''. The screen will display a table of all the matching data. Any plain text boxes will match data that contains what you enter as the criterion.


Once the criteria is entered, click the '''Find''' button - the screen will display a grid of matching data.
[[File:EPOD-ServiceInvoicing1.PNG|900px|border]]


[[File:EPOD-Invoicing2.PNG|600px|border]]
The results table will display the following columns:
* ''Load''.
* ''Job ID'' - an internal generated reference for this job.
* ''Service'' - the Service ID, or Service Item ID.
* ''Group'' - The job group.
* ''Job Code'' - the main reference for this job.
* ''Registration''.
* ''VIN''.
* ''SIM''.
* ''Customer'' - the customer, displayed as a link. You can click this link to view the customer details in the [[Customers]] screen.


To mark Jobs as Invoiced or not, click the Check-box associated to the jobs to be changed. When finished, click the provided '''Save''' button to reflect your changes.
To mark Jobs as Invoiced or not, you can click the check-box associated to the job(s). There is no need to save - the screen saves changes automatically.


[[Category:UG 291094 EPOD Admin User Guide|200_350]]
[[Category:UG 291094 EPOD Admin User Guide|200_350]]

Latest revision as of 12:02, 4 March 2020

This screen allows you to tag jobs as being invoiced.

Note Note: This screen doesn't invoice or create invoice reports - it is there simply to allow you some admin control over your own invoicing processes.

When the screen starts, you will be prompted to enter searching criteria from:

  • Load ID.
  • Job ID.
  • Service ID.
  • Job Group.
  • Job Code.
  • Service Type.
  • Reg Number.
  • VIN Number.
  • SIM Number.
  • Customer Code.
  • Invoiced - selected from a drop-down list.

Once you have entered the criteria, click Search. The screen will display a table of all the matching data. Any plain text boxes will match data that contains what you enter as the criterion.

EPOD-ServiceInvoicing1.PNG

The results table will display the following columns:

  • Load.
  • Job ID - an internal generated reference for this job.
  • Service - the Service ID, or Service Item ID.
  • Group - The job group.
  • Job Code - the main reference for this job.
  • Registration.
  • VIN.
  • SIM.
  • Customer - the customer, displayed as a link. You can click this link to view the customer details in the Customers screen.

To mark Jobs as Invoiced or not, you can click the check-box associated to the job(s). There is no need to save - the screen saves changes automatically.

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