The Job Register Invoicing Wizard

You can access the Job Register Invoicing wizard by clicking the Invoice icon on the toolbar in the job card. The wizard for creating sales orders based on jobs consists of three steps.

Step 1:

In the first step of the wizard you are required to establish two selections:

Using the radio buttons select whether you would like to Invoice jobs based on purchases, time sheets and other costs or Plan and invoice fixed price jobs.

The first option allows you to create sales orders based on purchases, time sheets and others costs linked to the job.

The second option allows you to plan and create sales orders based on fixed priced jobs.
Click on the button with three dots below in order to choose the contact you want to create a sales order for. In order to select a contact to invoice, the contact has to be linked to the job.

Click Next to continue.

Step 2:

This window is arranged in panels. The panels vary according to the selection you made in the first step. For example, if you have chosen to invoice jobs based on purchases, time sheets and other costs, you are able to enter relevant information in the three different panels Purchase, Time Sheet and Other Costs. In these panels all purchases created in the system and linked to this job will be listed. The same goes for all time sheet lines and other costs. Remember to mark the check boxes in front of the lines you want to invoice.

If you on the other hand have chosen to Plan and invoice fixed price jobs, the panel 'Invoicing Plan' allows you to create new lines in the invoicing plan.

Remember to mark the check box next to the product lines you want to invoice.

Click Sales Order in order to create a sales order based on your selections in the previous steps.

Step 3:

Click OK in the warning message that appears on the screen in order to finalise the wizard and create the sales orders. Or click Cancel to exit the wizard.

Once you have clicked OK a message box will inform you whether all sales orders have been created, and that you are able to further process them through the Sales and Invoicing register in Mamut Business Software and Mamut Online. You are also able to access the sales orders though the Sales work area in Mamut Online.