Completed jobs needing invoicing

[Edinburgh Heating]

Hi,

I've a simple question that's causing a few issues.

If a job is completed but not yet invoiced, is there a simple way to see/find this historically?

Ideally I'd like a filter or report that would show uninvoiced jobs so we don't miss anything. I know this should all be done at the time but due to staff shortages etc sometimes this hasn't been done.

Thanks. 

Iain

[Digital Data Designed, LLC]

Hello Iain,

You can see which Jobs have had an Invoice Sent/Printed to the Customer from the Invoicing Tab in your account.

Most teams find the best workflow is to ensure this is done before Approving Jobs.

If you are looking for more of a report of these, you should be able to get that by performing an export of your Jobs from Reporting. More that this, our DDD Reporting services could easily provide such a report (and much more) as well in a more consistent way. However I am at a lose as to what benefit having such a report external of the data presented from the Invoicing Tab would provide.