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Which Tab contains the Generate Invoices module?

Some Job Tickets require approval before they can be billed.

Tickets associated with Services that have the “Invoice Approval Not Required” setting disabled required approval.

What are the filter options in the Job Ticket Approval module?

What Job/Bill Types can you generate from the Generate Invoices module?

What Job/Bill Types can you generate from the Progress Billing module?

If you want to bill by job number, which filter field would you select from the Generate Invoices module?

If you want to create multiple invoices for Jobs by Branch and/or Property, which filter field in “Invoice By” would you select from the Generate Invoices module?

Budget invoices are not always generated separately from other invoice types.

What is the purpose of the Completed Through date in the Generate Invoice module ?

When generating a T&M invoice, how is the material price calculated?

What setting would you check if you don’t want to display fully billed jobs in the Progress Billing module?

What text color indicates an invoice is coming due for a job in the Progress Billing module?

What text color indicates an invoice is overdue for a job in the Progress Billing module?

What does it indicate if the Estimated % Completed is greater than the next Milestone in the Progress Billing module?

In the Progress Billing module, if the Estimated % Completed is less than or within 5% of the next Milestone, what is this considered?

If you wanted to bill a CWO with Retainage, which Bill Type would you select?

If you wanted to bill a CWO with a Payment Schedule, which Bill Type would you select?

What is the definition of an invoice batch in New status?

What is the definition of an invoice batch in Submitted status?

What data is required to enter to confirm deleting an invoice?

When printing an invoice batch, what setting would you use so that you don’t print email invoices?

Which module would you use to search for existing invoices and credit memos?

What are your options when using the Invoice Detail screen?

Which invoice status allows you to use the Adjust Invoice button?

When using the Standard Layout Invoice, which description will be listed on a Contract Bill (per Occurrence) invoice?

When using the Standard Layout Invoice, which CWO Bill Type will display the Job Description?

What Job Ticket status will create an invoice in the Generate Invoice module?

Billing Notes for a Ticket can be entered from the Job Ticket.

When generating invoices in the Generate Invoice module, billing notes will display to be reviewed. You will need to click generate again to get the invoice batch.