There are two ways to create an invoice: automatically or manually.

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Automatically: 

The first way to create an invoice is via the automatic process instigated by Moveware when a job is marked as Won.

1. Once a job status changes from Pending to Won, the system will ask you to select which cost options we will be invoicing the client for (unless there is only one cost option available, in which case this step will not be necessary).   
2. The system will automatically generate an invoice that is directly linked to any of the Cost Options marked as Won for this job.  
3. This new invoice (or invoices if there are multiple active cost options), will be accessible through the Invoicing Screen.  The invoice is an exact copy of what is displaying in the Costing Screen.  
4. You will also note that once the job’s status is changed to W, the cost option description at the top of the screen will change from ‘Pending’ to ‘Not Invoiced’ and any cost options that were not selected, will change from ‘Pending’ to ‘Cancelled’. This means the invoice has now been created, but it hasn’t been posted. 

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Manually 

The second way is to create an invoice is manually.

1. Navigate to the Invoicing tab.
2. Click the “Add” button at the top. This will create a new standalone invoice which is not linked to any existing Cost Option.  Most of the header information will be pulled from the Details tab. 
3. The charges will need to be added manually by using the ‘Add’ button on the lower-half of the screen. From this list, we can manually add as many charges as needed. All other values, such as quantities, rates, etc. can be entered manually as well. 

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