Job View: Jobs Ready To Invoice

To see Jobs that are ready to Invoice you can filter your list of Jobs to show only those Jobs where Install is Complete, but Invoice is Not Complete. 

NOTE: If you don't have an Invoice Activity in your system see Related Articles below to add a new Activity Type.

  1. Go to Jobs > Options.
  2. Click +Filter.Filter button
  3. Filter Type: Job Activity Status
    Choose: "At least one"
    Activity Type: Install
    Status: Is Complete
    Click Save.Install Activity Type
  4. Click + Filter.
  5. Filter Type: Job Activity Status
    Choose: "At least one"
    Activity Type: Invoice
    Status: Is Not Complete
    Click Save.Activity Status
  6. You will see each Filter you have applied listed under Filters.

    List of filters

  7. Click Apply.Job View

  8. We recommend saving this View for quick access in the future, see Related Articles below for saving Job Views.

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