Create Invoice (Case - Multiple Jobs)

ProcessMaster allows you to create a single invoice containing all the jobs in a single case.

1. Lookup the case using find mode from the OneView screen.

2. In order to bill out an entire case worth of jobs you need to make sure that each job in that case is Closed and has not been billed previously.

3. Go to PM Tasks->Generate Invoice for this Case

4. Select Print from the dialog box

You will now have a printed copy of that invoice. A few additional notes.

• When a job is invoiced in ProcessMaster the Date Billed field in each job is set to the current date.
• An invoice ID is assigned to the entire invoice.