How to Invoice a Bid : PM Toolbelt

How to Invoice a Bid Print

Created by: Sean Obregon

Modified on: Mon, 3 Jul, 2017 at 11:07 AM

Note: This video and document explain how to invoice a bid

1. Go to the Estimate tab under Maintain
Maintain > Estimates

2. Select the Bid you want to invoice

3. Click "Workorder #xxxxxx"

Note: The Financial area on the workorder detail page has the total cost and billed for the bid.

4. Once the workorder is complete click Invoice

5. Click Import Bid to import the financial data from the Bid to the invoice

1. Import Bid: Imports all financial data from the original Bid that was created

2. Compare Actuals: Compare financial data from the original Bid to what is being Invoiced

6. Add any other Expenses or Materials

7. Click Generate Invoice

S

Sean is the author of this solution article.

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