Jobs can be invoiced periodically, or at the end of the job. When invoicing, all approved line items assigned to the job become part of the invoice. If there are unapproved lines, the user is offered the option to approve and include unapproved lines.

To create an invoice from a job:

Go to the Jobs module, and open the job to invoice

Choose More options, and select Invoice.

This brings up the Job Invoicing Options.

Choose which options to include on the invoice. Use the Mark job complete toggle whether to update the job to the chosen closed status.

Choose Confirm.

This creates the corresponding invoice, which can be saved or posted as normal.