Job Invoice Actions (Settings)

Job Invoice Actions are used to indicate how (or if) a Job will be invoiced. When a new Job is created, the Invoice field defaults to Not Specified.

Accessing Job Invoice Action Settings

Settings > Jobs Settings > Invoice Actions

Add an Invoice Action

• Click New Invoice Action
• Enter a name for the Invoice Action into the Add an invoice action field, and click Add

Modify an Existing Invoice Action

• Select an Invoice Action from the list displayed at the top of the settings screen
• Edit the name of the Invoice Action in the Modify an invoice action field
• Click Save

Modifying an existing Invoice Action will immediately update all Jobs with that Invoice Action.

Delete an Existing Invoice Action

If an Invoice Action is deleted, all Jobs that currently have the deleted Invoice Action assigned will have the Invoice Action set to Not Specified.

Deleting an Invoice Action cannot be reversed.