Sample Views
      Back to home
      1. Moraware Systemize Knowledge Base
      2. Systemize Help
      3. Sample Views

      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, add a new Activity Type.

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

      7. Click Apply.

      8. We recommend saving this View for quick access in the future.