Generate a Job Project Client Invoice

This section covers the process of creating a Job Project Client Invoice in SapphireOne. This functionality allows you to bill clients for job project purchases and resource transactions, ensuring accurate invoicing and financial tracking. The steps are as follows:

1. Navigate to Job Projects > Job Projects > Job Project Client Invoice.
2. Enter Project ID – The cursor defaults to the Project ID entry field. Enter the Project ID or use the Wildcard options to search for the correct Project ID.
3. Review Client Details – Client details, including outstanding balance and credit limit, are automatically loaded from the Client’s master file and displayed in the Information Tab area.
4. Enter Invoice Text – The mailing address automatically populates from the Project ID. Modify or delete any text in the Invoice Text entry field as needed.
5. Attach Documents – Use the Document Paperclip to scan and attach any documents related to the transaction.
6. Double-check all entered details for accuracy.
7. Click on Save to finalise the invoice.

For more detailed instructions, please refer to the Job Projects > Job Projects > Job Project Client Invoice article.