Creating and Saving Invoices for a Job Site

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 Job Site:

1. Click the appropriate Job Site in the Organization Tree.
   

   

2. Click the Invoices tab and click the Create Rental Invoices button ( ).
   

   The Create Rental Invoices dialog appears.  

3. As necessary, click the Invoice Up To calendar button ( ).
   

   A calendar appears.

4. Locate and click the appropriate date.
   
   When a single Job Site has been selected at the time the Create Rental Invoices dialog is open, the Invoice up to date defaults to that Job Sites' next Invoice cycle date. Quantify uses this date to analyze what invoicing is due for the selected Job Site.

5. Determine the appropriate Date on Invoice. This sets the date that will be printed on the invoice. By default, Quantify uses the Invoice Up To date.
   To use another date:

   1. Click the Use This Date radio button.

   2. Click the Use This Date calendar icon ( ).
      

      

      A calendar appears.

   3. Locate and click the appropriate date.

6. Click Create Invoices.
   

   Quantify generates the Invoices that are due for the Job Site 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.

7. 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).