Creating Invoices or Reports

Invoice Button

Invoices can be created in a variety of formats quickly and easily. Once you have job and task data in the application, click on the job or job folder want to create an invoice for. Then click the Invoice button or choose "Invoice..." from the View menu. This will bring up the Invoice window. Here you can select the format you'd like to use: PDF, Text, XML, or CSV (if, for example, you'd like to export the data to be used in Excel).

If a job folder is selected, some aspects of the PDF invoice, such as the Invoice Number and Date will be determined by the first job in the group.

Several options are available in the Invoices window, such as the visibility of task Dates and Notes.

Invoices may be saved, printed, or sent to the Mail application by pressing the various buttons at the bottom of the window. While the Invoice window is open, the size and orientation of the invoice may be changed by selecting "Page Setup..." from the File menu. The size and orientation is determined by the printer's settings.

The titles used in the invoices can be modified or localized to a different language in On The Job's Preferences under the "Invoice Translation" section.