Scheduled Invoices Report



The Scheduled Invoices Report can be quickly accessed from the Estimate Browse screen as follows:


1.   From the "Production" menu, select "Estimates" then "Search Estimates"  to open the Estimate Browse screen.

2.  Click on the Scheduled Invoices Report hyperlink at the top of the screen to access the Scheduled Invoice Report request screen.

3. Select the desired Accounting Year and Accounting Month using the drop down menus.

4.  Select the check boxes if  wish to or .

5. Filter your selections for Office, Client Managers, Client and or Product.

6.  Select the check box if you would like to

7.  Enter a Job No. using the if you only want to display the report for one Job No.

8.  The Scheduled Invoice Report will display based on your search criteria as follows: