The filter can be used to display only certain Jobs required for invoicing.
Show Jobs For: This will allow you to filter the Jobs to display the Jobs for a specific Customer only.
Date Range (between): This will allow you to filter for Jobs that have a planned Delivery date between the specified date.
Currency: If you are set to use Multi-currency then you can use this to filter the Jobs by their specific Currency.
Depot: If you have multiple Depots set up, this filter will allow you to filter for Jobs based on their Booking Depot.
Invoice Frequency: If you have customers that you invoice at different times, e.g Weekly, monthly, etc, then you can use this filter to display only specific Customers based on their set invoice frequency.
Hide if on Live Console: This will allow you to filter out Jobs that are still showing on the Live Console, if used correctly the live Console should only contain jobs that are NOT completed and therefore not ready to be invoiced.
Remove / Apply Invoice Filters: These buttons will remove any filtering or Apply the selected Filtering respectively
NOTE: if a job has been ticked for processing prior to the filter being adjusted and is subsequently filtered out of the list, it will still be ticked for processing, however only jobs shown in the current filter will be processed.
To be safe ensure that you clear all 'Process selected' Jobs before changing the filter
Detailed invoice: If you have multiple Jobs ticked for processing this type will generate a separate Invoice for each Job with a dedicated Invoice number for that Job
Combined Invoice: If you have multiple Jobs ticked for processing this type will combine Jobs for the same customer onto a single Invoice giving each job the same Invoice number
Detailed Invoices will apply the Invoice date to that set in the top section - showing as 12/05/2023 in the shown example.
Alternatively Detailed Invoices can also be set to use the Job Delivery Date or the Job Entry Date as the Invoice date.
Combined Invoices will apply the Invoice date to that set in the lower section - showing as 15/05/2023 in the shown example.
When you select to process a Combined invoice after ticking the Jobs for processing you will get a pop-up modal asking if you would like all dates to be changed to the specified Combined Invoice Date
Selecting Yes will set all the dates to that marked and you will then need to re-save the ticked for processing list before you can action the invoice run
Selecting No will use the oldest date from those set by the Detailed Invoice setting (Invoice Date / Delivery Date/ Job Entry Date) for each combined invoice.
