Marking charges as invoiced

As you add charges to a job and continue to invoice your client (e.g. for part payments), you can easily link these charges to this existing invoice to ensure your back costing report and un-billed charges are up to date.

🛠️ How to link existing charges to a current invoice

1. Go to the job:

   • From the left-hand menu, select Jobs.

   • Choose the job you want to add charges to the invoice.

2. Select your charges:
   • In the job view, click the charges tab.
   • Using the tick box, select the charges you want to link to an existing invoice
   • Click Selected items dropdown > Mark as invoiced
   • Select the invoice you wish to link it to
   • These charges will now be allocated to that existing invoice and removed from your 'charges'.

Note: When viewing your back costing report you'll notice that your Un-billed charges will be reduced by the amount that you marked as invoiced.

💡 Tip

If you don't want to consistently link your charges to existing invoices (e.g. for fixed cost jobs) you can always mark each of your charges as 'not-billable'.

You can do this by selecting your charges, and from the dropdown select Mark as not-billable: