Invoicing Assistant Screen
  • 29 Sep 2021
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Invoicing Assistant Screen

  • PDF

The Invoicing Assistant evaluates opportunities and recommends the creation of invoices based on their invoice type, timing, and the current disposition of the work being completed on the opportunity. Items represented on this screen are not invoices, but rather each line represents a recommendation from which the user can create an invoice.

These recommendations are displayed as a search list which can be controlled by the filters available by clicking the Filtericon similar to any other search list.

Commonly used filters are provided directly on the Invoicing Assistant screen for the As of Date, properties, branches, invoice types, and invoice timing. These special filters are described in Special Invoicing Assistant Filters.

The Invoicing Assistant screen is available by selecting the Invoicingicon on the Aspire Navigation Bar.