Tag Items for an Invoice Window
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Clicking on the Tag Button on the New Invoice Window will open the Tag Items for an Invoice Window. This window contains options for "tagging" or selecting Items to be included on an Invoice. Select the desired tagging option and click the OK button to tag the appropriate Items on the Client Invoice Items Grid on the New Invoice Window.
The Invoice tag options are shown below:
All (Not Invoiced): Selecting this option will tag only those Items that have not yet been invoiced in full. Items that have been partially billed to the Client will be included when selecting this option.
All (Including Invoiced): Selecting this option will tag all of the Items in a Project, including Items that have been fully invoiced to the Client if the Show All option is selected on the New Invoice Window.
Location: The Location option will select all Items within a particular Location for a Project. After selecting this option, type a Location Code into the field displayed. To search for a Location, click on the Search button in the lower left corner of this window.
Group: Selecting this option will tag all Items within a desired Group within a Project that have not yet been invoiced in full. Type the Group code into the field or use the Search button to find the desired Group. This option will only be available if the Item Groups option on the Company Advanced Options - General Tab has been selected.
Item: To select a specific Item or a continuous range of Items within a Project, use the Item option and enter the desired Item Reference Number(s) into the starting and ending Reference Number fields. You can search for a Reference Number by clicking the Search button. This is a useful option when invoicing a single Item within a large Project.
Status: All Items of a specific Item Status Type can be selected simultaneously by using this option. Tagging by Status is particularly useful to select all Items with a Status such as Needs to be Invoiced in order to quickly include them on a Client Invoice for billing.
Time Entry Date: You can select all Items with Time Entries dated on or prior to a certain date by using this selection. You can search for a date by clicking the Search button.
Untag All: This option will untag or deselect all Items on the Client Invoice Items Grid.