You create Invoices through the Invoices tab. Quantify enables you to create Invoices for a single Job Site, multiple Job Sites, all jobs under selected Branch Office(s), by Customer or for the entire company.
To generate invoice(s) for a specific Customer:
Click the Invoices tab and click the Create Rental Invoices button (
).
The Create Rental Invoices dialog appears.
As necessary, click the Invoice Up To calendar button (
).
By default, the current date appears here. Quantify uses this date to analyze what invoicing is due for the selected Customer.
A calendar appears.
Locate and click the appropriate date.
As necessary, click the Customer dropdown and select the appropriate Customer.
Quantify selects the Job Sites that are assigned to this Customer.
Click Create Invoices.
Quantify generates the Invoices that are due for the selected Customer, based on the Invoice Up To date.
Quantify displays summary information in the status bar.
Note: Quantify may display informational messages regarding the Shipments included in the generated Invoices.
To re-display these warnings, click Click to View Warnings.
Note: For review, you can preview and print draft Invoices.
To save the generated Invoice(s), click Save Invoices.
Note: Click Cancel to dismiss the Create Rental Invoices dialog and not save the invoices.
Quantify saves the invoice(s).