If you want to bill offers created in QuoJob, go to the “Jobs” module. Select the desired job and click on the “Traffic” tab. There you will find all the documents created for the selected job, including your quotes. You have two options for billing your offers:
1. you can open the quote you want to invoice and set the button at the end to “commissioned”. This will take you to the print dialog.
The item “Billing proposal” (FV) appears at the top left. If you click on it, the billing screen will open. You can choose to invoice the entire offer or just parts of it. The invoice or the FV is displayed and you can adjust contact persons or other parameters if necessary. The service types are displayed in the same way as in the quote, marked with a blue “F”. This means that they have been marked for invoicing. At the bottom, depending on your access rights, you have the option of creating an FV or invoicing directly. The difference is that the FV is a provisional invoice and has not yet generated an invoice number. This means it can still be changed. It is recommended that you first create an FV, have it checked and only then invoice it.
2. the other way to invoice an offer is via the “Outgoing invoice” item.
You can find it on the right-hand side of your job under the “Billing” tab. It is best to drag the outgoing invoice under your favorites star so that you can access it quickly. When you open the outgoing invoice, you will find the “Settle offer” item on the right-hand side. This drop-down menu shows you all the quotes that you can invoice for this job. After making your selection, the screen will appear again asking you whether you want to invoice the entire quote. The rest of the process is the same as for variant 1. You can choose an outgoing invoice or an FV and settle it in this way.