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Field Name | Description |
|---|---|
Billing Document Type | Either select invoice or credit note. Credit Notes will require authorisation from a user who has the 'Authorisation Privilege setup. See the following wiki page for details on how to set this User Configuration - Vision Invoicing - Vision Wiki (atlassian.net). |
Customer Code | Enter the code or use the F11 /F12 search and lookup. |
Job Description | Just a general description for this invoice, some internal notes. |
Job Code | Pick from the predetermined list of job codes. You can use the F11 / F12 search functionality to find the code. |
Quantity | Select the quantity to charge for. |
Price | Will come from the job code setup and this is fixed or can be flexible. |
Discount | Any discount provided to the standard price. |
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