Adding an Order to an Existing Invoice

Orders can be added to existing invoices in your account from the Unbilled Orders view of the OnTime Management Suite by following these steps:

Open OnTime Management Suite and navigate to the Billing view.
Select the Unbilled Orders option in the Current View list found on the left side of your screen.
Select the order that you wish to add to an existing invoice. You can select multiple orders if they have the same customer assigned.
Use the Add to Invoice button located at the top of your screen. The Add to Invoice option is also available when right-clicking on a selection.
In the window that appears, the second option will add the selected order(s) to an existing invoice. Each of the invoices in your account will be available in the list included below this option.
Select the appropriate invoice and use the OK button.

Article ID: 37, Created: January 4, 2016 at 11:06 AM, Modified: February 1, 2016 at 11:42 AM