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- Select an empty line to fill with data. If no empty lines appear in the invoice items grid, click More Items (
) to add more empty lines. - Click the Magnifying Glass icon (
) next to the empty Code cell. The Task List will appear.
- Select a task from the list. The task list will close, and the selected task will appear in the corresponding invoice line item. Code, description, unit and price fields will be automatically filled.
Tip: If you know the code of the task you would like to add, you can type it directly into the code cell. If the code you type matches an item in the task list, the description, unit, and price fields will be automatically filled. If the code you type matches none or more than one item in the task list, the task list will open, allowing you to search for and/or select the item you want to add. TIP: You may enter one of the special symbols: an asterisk ('*'), a dollar sign ('$'), a plus sign ('+'), or a pound sign ('#') and press Tab. Using an asterisk will prompt Job Manager to retrieve a listing of all the tasks, materials, order items, or customer deposits defined in the system. Use a dollar sign to retrieve a listing of all customer deposit codes registered in the database, a plus sign to retrieve only order items, and a pound sign to retrieve only tasks and materials. - Type the quantity of the line item in the Qty cell. This will indicate the quantity of the product or service and will allow Job Manager to automatically calculate the total price for the item once the unit price has been established.
- OPTIONAL: Click the TX checkbox to enable/disable tax from being calculated for the line item. When a checkmark appears in the TX column, the appropriate tax will be calculated based on the tax structure associated with the invoice. Tax will not be calculated for the line item if the TX checkbox is unchecked.
- OPTIONAL: Click on the Date cell and enter the date as needed, or click the Calendar icon (
) and select the date from the popup calendar. - OPTIONAL: Change the value in the Price field of the line item to recalculate the Total for the line item. When an item Total is changed, the item is re-matched to job invoiceables.
- Repeat this procedure as necessary for each line item you wish to add to the Invoice Items list.
Note: Lines in the list may be moved or deleted and blank lines may be added to the list using controls in the Line Item List.