In the Service Activities Selection window, enter the date range for the time
slip activities.
(Optional) If you are selecting more than one activity, use the Sort By list to select how the activities on the invoice should be sorted (this also affects how the activities are sorted on this screen).
(Optional) If you select more than one activity, you can consolidate similar activities
into one entry.
You can combine entries by Activity, by Employee & Activity, by Employee/Contractor & Activity (Sage 50 Quantum Accounting), and by Date & Activity, depending on the sort order you selected. For example, if you select Employee and Activity as the sort order, all activities completed by the same employee will appear as one entry on the invoice.
Put a checkmark
in the Selection column next to the activities that you
want to add.
Note: If you cannot find an activity, try changing the activity date
range or select Show Non-billable Activities.
Click Add.
Finish
filling out the invoice and then Process
it.
Note: To adjust sales tax amounts,
chooseTax
Summary or Tax Summary For Line
from the Sales menu.
In the Service
Activities Selection window, enter the date range for the time
slip activities.
(Optional) If you
are selecting more than one activity, use the Sort
By list to select how the activities on the invoice should be sorted
(this also affects how the activities are sorted on this screen).
(Optional) If you
select more than one activity, you can consolidate similar activities
into one entry.
You can combine entries by Activity, by Customer & Activity, and by Date & Activity, depending on the sort order you
selected. For example, if you select Customer and Activity as the sort
order, all activities completed by the same customer will appear as one
entry on the invoice.
Put a checkmark
in the Selection column next to the activities that you
want to add.
Note: If you cannot find an activity, try changing the activity date
range.
Click Add.
Finish filling out the invoice and then Process
it.
Note: To adjust sales tax amounts, chooseTax Summary or Tax Summary For Line from the Purchase menu.
To add a time slip amount to a sales invoice
.
next to the activities that you
want to add.