When creating an invoice in Method Jobs, you will first see an Invoice Summary screen. This will allow you to review:
Estimate Visit
Work Orders
Visit details
After which you can create one or more invoices from your work orders.
Accessing the Invoice Summary Screen
Create or select a Method Job within the Method Jobs app.
Within the app ribbon, select the Invoices tab and click ⊕ New Invoice.
This will show you the Invoice Summary Screen.
Invoice Summary Screen Header
At the top of the Invoice Summary screen are the following fields:
Parameters | Description |
Customer | The customer will be shown on the Invoice transaction. |
Contact | The personal contact associated with the Method Job. |
Created Date | Date to be shown on the Invoice. |
| When unchecked, the invoice will be synced and exist in QuickBooks. |
Wait for sync approval?
Invoice Summary - Amounts
The new two sections will show
Estimated amount: If an estimate visit was created and completed for this Method Job, it will show in the Estimated amount grid.
Work order amount: All work orders associated with this job will show up in this section.
In both grids, you will shown the following fields:
Field | Description |
Item | Item identified by name or number. |
Description | Description of item. |
Qty | Quantity purchased. |
Rate | Rate per quantity. |
Amount | Total amount based on Rate mulitplied by the quantity. |
Tax | Tax on item. |
Invoice Summary - Visit Details
This grid details all visits to the customer, including estimate visits and work orders.
Field | Description |
Visit | Either the term "Estimate visit" or the name of a Work Order. |
Completed date | Date visit was completed. |
Assignee | The Method user assigned to the visit. |
Durationg (hrs) | Duration of visit in hours. |
Status | Current completion status of the visit. |
Tax | Tax on item. |
Invoice Review
This grid allows the user to select the work orders to be invoiced for Method job.
A list of work orders will be listed in this grid if
Their Invoice Type is set to "
To be invoiced".The work order has not yet been invoiced.
Use the checkbox column to select the work orders to be invoiced. How many invoices are created is dependent on the toggle (and the number of work orders selected):
By toggling Merge to 1 invoice, you can choose to have all the work orders show up on one invoice.
If you leave Merge to 1 invoice untoggled, then separate invoices will be created for each work order.
Once Create Invoice is selected, the user will be navigated to the first new invoice.