Jobless Invoice

Overview

A jobless invoice is an invoice that is not associated with a completed job. Instead, it can be generated for miscellaneous charges or line items manually, without being tied to any specific job or project.

Specifics

Create a jobless invoice

Navigate to Sales - Customer 

Right-click on the customer you would like to bill and choose Issue New Invoice.

In the following window, you can either type in a one-time charge or click on the green plus icon to choose from your saved line items. Once you've completed this step, you can manage the invoice as you would typically do, following your usual workflow.

Filter jobless invoices

To access all your Jobless Invoices, follow these steps:

1. Navigate to: Accounting - Billing.
2. Click the small filter button located in the left corner at the beginning of your columns.
3. Select "System Type" (you can drag and drop this column to your preferred position).
4. Click on the dropdown arrow and choose "Jobless."