From Accounting / Billing
Open up the invoice you want to work with by double clicking it.
Enter in all field ticket information including; travel and job hours, truck mileage, pump hours, oil, fuel and yardage/tonnage pumped or conveyed.
Click to save from the top of the screen.
Select the pricing tab.
Click on the “Calculate” button at the top of the screen.
**If the pricing was added into the system after the job was already on the books, you will need to select the pricing scheme from the drop down menu and select “Reload”**
Enter all line item charges. (For instance slurry, system fees, etc.).
If you need to enter taxes select taxes from the top of the invoicing screen and apply the appropriate tax amount.
If you need to enter a discount select discount from the top of the invoicing screen and enter in the discount information.
Once you have added all additional pricing, click on “Calculate” again.
Review invoice for any errors.
If your invoice number is not the same as your Job ID# click on the blue arrow to get the next invoice number in the queue.
Click in the check box to process (finalize) the invoice.
You can now print the invoice or leave the invoicing screen if you plan to bulk print your invoices later.