Invoice subtab (Job)
In the Invoice subtab, you can:
specify whether this job should be invoiced when finished and which settings should be used.
select the Use Invoicing Details from Vendor Profile checkbox to use settings defined in the vendor’s profile (see the Vendor profile – Invoicing subtab section) or deselect it to add custom terms:
Set the Invoice Expected Date.
Select the Payment Terms from the dropdown list. For details of how to create payment terms, see the Configure payment settings for vendors and clients | Define payment terms for vendors and clients guide.
Select the Tax Rate from the dropdown list. To find out more about adding tax rates, see the Add a tax rate guide.
if an invoice has already been created for this job, additional fields are displayed with the invoice details.
Click the number in the Invoice number section to open this invoice page.
Click the Download Specification button to open the invoice in PDF.