Can all my customers view the Invoice?

As i2i is an additional module for interactive accounts to purchase. Only interactive customers who have the i2i module enabled, will see the invoice details in portal. Please note, invoice PDFs are nor sent via the email auto PDF function.

How do I credit a job?

To credit a job, start by selecting the relevant workline and then choosing whether to apply a partial or full credit. Once you have entered a value, click the blue Apply Credits button. For a step  by step guide please see the Adding Costs to a Jobsheet Guide.

Why don’t I have an Invoice Button?

In order for the invoice button to become available the following criteria must be met: The jobsheet must be completed, so all tasks must be complete or marked as cancelled if no longer needed, All costs must be marked as authorised or declined. Costs cannot still be pending or in query etc.   If you […]