http://wiki.roaddirect.co.nz/index.php?action=history&feed=atom&title=Export_an_InvoiceExport an Invoice - Revision history2026-04-29T10:54:27ZRevision history for this page on the wikiMediaWiki 1.41.1http://wiki.roaddirect.co.nz/index.php?title=Export_an_Invoice&diff=65&oldid=prevUser: 1 revision imported2024-04-28T23:32:38Z<p>1 revision imported</p>
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</td></tr></table>Userhttp://wiki.roaddirect.co.nz/index.php?title=Export_an_Invoice&diff=64&oldid=prevroaddirect>Development: Created page with "To export an invoice from the Tracking System: <ol> <li>Open an invoice in Beast Mode. You can do this many ways, including:</li> <ol> <li>Pick it from the Invoices|Invo..."2019-10-01T23:25:33Z<p>Created page with "To export an invoice from the Tracking System: <ol> <li>Open an invoice in <a href="/Beast_Mode" title="Beast Mode">Beast Mode</a>. You can do this many ways, including:</li> <ol> <li>Pick it from the Invoices|Invo..."</p>
<p><b>New page</b></p><div>To export an invoice from the Tracking System:<br />
<ol><br />
<li>Open an invoice in [[Beast Mode]]. You can do this many ways, including:</li><br />
<ol><br />
<li>Pick it from the [[Invoices|Invoice list]]</li><br />
<li>Create a new invoice from a job</li><br />
<li>Click the "View Beast Mode" button from a job</li><br />
</ol><br />
<li>Once in [[Beast Mode]], make any required adjustments to the figures.</li><br />
<li>Once you're ready to configure the export, click the "Preview export" button.</li><br />
<li>This page provides some different collation options to let you configure how the invoice will be built.</li><br />
<li>Once you're ready to create the export, click the "Export" button and the exported spreadsheet will automatically download.</li><br />
</ol><br />
Here's a link to a video which shows the process in action: [http://bit.ly/rd_export-invoice2 http://bit.ly/rd_export-invoice2]<br />
<br />
All the account codes are configurable via the [[Tracking Settings|Tracking System Settings]]. This includes [[Labour rates|labour rates]], [[Vehicle rates|vehicle rates]] and [[Products|products]] and also for when all charges are collated together (i.e. single invoice line for grand total) or when equipment charges are collated together (e.g. invoice line per day for equipment charges, or single invoice line for total equipment charge).</div>roaddirect>Development