Invoice Jobs Against Contract that are Planned or Due in a Period

The Jobs Filters field allows you to select from a single, dropdown menu.  Options are:

• ‘All jobs planned between invoices‘ – this will include all jobs with a planned start date which falls between the defined date parameters. Where jobs are rescheduled, the most recent date will be used.  It will also include instances where a job’s resource is changed but the date remains scheduled.
• ‘All jobs due between invoices’ – this will include all jobs due for completion between the defined dates.  This will exclude any jobs without a scheduled completion date but will include any which have a time constraint which would fall within this invoicing period.
• ‘All jobs completed between invoices’ – all jobs completed after the last invoice was issued, useful for ad hoc job scheduling.
• ‘All jobs created between invoices’ – all jobs which have been created since the last invoice was issued

Please note, when selecting these methods, additional precautions should be taken.  A job can have several planned/due dates and where changes occur after an invoicing period has taken place, care should be taken to avoid double-invoicing.