Preparing Job charges for invoicing

A Job Order is created in Abel to capture costs and create an invoice to charge the Customer for work done. Some job workflows start with a Customer Order and others just start with the Job Order.

Preparing charges on a job is a step you do to prepare for invoicing the Customer i.e. you are choosing items to invoice. Some jobs are invoiced once at the end of the job, while others are invoiced in stages or periodically. You can also leave some items on the job to be invoiced at the next stage or you can write off items that can’t be recovered.

In Abel, there are multiple ways to prepare charges and account for costs depending on your business process and the level of detail you want on your invoices:

  • Prepare charges based on the quoted price on the Customer Order.
  • Prepare charges using actual cost and sell price or budgeted cost and sell price from the line items on the job.
  • Prepare charges at a summary level or at a detailed level, with or without headings.

This example shows combining multiple charges under appropriate headings, ready for the invoice.

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