Job Invoice

This customer-facing report is used to detail an invoice or credit memo for a job, including a cost breakdown and detail of charges. This report can include bill code- or transaction-level detail and replaces the Dexterity-based job invoice reports Graphic Invoice, Text Invoice, Cost Elements, Tax Detail Inv, and Detail Billing. You can print this report for invoices either individually or by batch, for current, posted, or historical (closed job) invoices and credit memos, from the following windows:

• Job Invoice Entry: Print an open job invoice individually
• Job Invoice Zoom: Print a posted job or project invoice individually.
• Project Invoice Entry: Print an open project invoice individually.
• Receivables Batch Entry: Print job and/or project invoices by batch.

If you enter a billing note in the Document Number field, and mark it as Printable, the note will appear on the invoice next to Service Performed. A Description will also display on the invoice if one is entered on the main invoice entry window. If you want tax details to print on the job invoice, you must mark the Print Tax Details on Documents checkbox on the Receivables Management Setup window. Microsoft Dynamics GP > Tools > Setup > Sales > Receivables. The cost element summary prints when you select the Cost Elements Job Invoice.

Invoice Examples

• Application for Payment (link to separate topic)
• Project Invoice (link to separate topic)

Cost Elements Invoice

Graphic Invoice

Graphic Invoice 2

Text Invoice

Text Invoice 2

Tax Detail Invoice