Converting a Proposal to an Invoice
This creates an invoice with the same information as your proposal so you don't have to enter it twice.
For more information on Invoices, click here!
For more information on Proposals, click here!
Permissions
Work Order Proposal
Work Order Invoice
| View | Gives you visibility of the Client Invoices section of a work order. |
| Add New | Allows you to create a new Client Invoice in a work order. |
| Change State | Allows you to Submit/Approve/Reject a client invoice. |
| Edit Any State | Allows you to edit the status on a submitted/approved/canceled/rejected Invoice Requires the 'Edit Fields' permission. |
| Edit Fields | Allows you to edit a work order client invoice in the 'Open' state. |
| Export | Allows you to download and send email from the work order client invoice. |
| Submit Over DNE (Depends on "Change State" setting) | Allows you to submit a client invoice that has a charge higher than the work order DNE. |
| View Audit | Allows you to view the audit on a work order client invoice. |
| Edit Line Item Tax | Allows you to edit the Tax section of the Line Items. Requires the 'Edit Fields' permission. |
Project Proposal
| View | Gives you visibility to the Client Proposals tab in Projects. Required for all of the other permissions in this section. |
| Add New | Allows you to add a Client Proposal to a Project. |
| Add Note | Allows you to add a note to a Client Proposal. |
| Change State | Allows you to Submit/Cancel/Accept/Reject a Client Proposal. |
| Convert To Invoice | Allows you to convert a Client Proposal to an Invoice. |
| Delete Note | Allows you to delete any comment on a Client Proposal. |
| Edit Any State | Requires the Edit Fields permission. Allows you to edit the Status of the Proposal regardless of state. |
| Edit Fields | Allows you to edit the Quick Details, Scope of Work, Line Items, Disclaimer, and Valid For fields of an Open Project Client Proposal. |
| Edit Note | Allows you to edit an already created note in a Projects Client Proposal. |
| Export | Allows you to Download and Send Email from the Project Client Proposal. |
| View Audit | Allows you to view the Client Proposal Audit. |
| Edit Line Item Tax | Allows you to access and edit the Tax section of the Line Items table. You can edit the Taxable column and the Tax % column. |
Project Invoice
| View | Gives you visibility to the Client Invoice section of Projects. |
| Add New | Allows you to create a new Project Client Invoice. |
| Change State | Allows you to Cancel/Submit/Approve/Reject. |
| Edit Any State | Requires the Edit Fields permission. Allows you to edit the status on a submitted/approved/canceled/rejected Invoice |
| Edit Fields | Allows you to edit the Quick Details, Scope of Work, Line Items, and Disclaimer of an Open Client Invoice. |
| Export | Allows you to Download and Send Email from the Project Client Invoice. |
| Submit Over DNE (Depends on "Change State" setting) | Allows you to submit a Client Invoice with a higher charge than the vendor NTE. |
| View Audit | Allows you to view the Client Invoice Audit. |
| Edit Line Item Tax | Allows you to access and edit the Tax section of the Line Items table, and you can edit the Taxable column and the Tax % column. |
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