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title: "Jobs > Invoice Summary R12"
canonical: "https://technology.bytangram.com/space/TGKB/257327446/Jobs%20%3E%20Invoice%20Summary%20R12"
format: markdown
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In WorkBook an **invoice** is created via the jobs module.
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## INVOICE STRUCTURE
The invoice breakdown structure within WorkBook is fixed. An invoice must contain at least one phase.
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| **LEVEL** | **DEFINITION** |
| **Invoice** | An Invoice on a job |
| **Phase** | A phase is used to group together multiple lines |
| **Lines** | The item you’re charging for that has an activity associated with it + the number of hours for the activity or the purchase price for 3rd party activities |
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## INVOICE NAVIGATION
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| **NUMBER** | **FUNCTIONALITY** |
| **1** | The **invoice options menu** includes:
- Create a new invoice
As well as ‘copy from’ functions:
- Copy price quote to the current invoice
- Copy schedule to invoice
- In total excl. GST
- Copy invoice from another job
- Copy price quote billing plan to invoice
- Split media costs on two invoice lines
You can also:
- Edit basic settings, including invoice currency, payment terms, payment method, and due date |
| **2** | These **invoice tabs** relate to the information for this particular invoice.
- Header: Create, duplicate and delete invoices here as well as add a client facing description
- Phases: Add/amend
- Lines: View/amend lines
- Comments: Add terms or specific notes to an invoice
- Approval: See completed approvals or approvals awaiting action
- Chat: Collaborate with colleagues on the invoice |
| **3** | If you have more than one invoice on a job you can:
**a.** Use the **drop down** to change between them
**b.** Open an **invoice list** |
| **4** | You can access the **job properties sidebar** from the invoice |
| **5** | **Print and layout settings** allow you to set the format of your invoice |
| **6** | View and change the **invoice status**, this will trigger approval notifications according to your agreed process |
| **7** | Icons that allow you to **create**, **duplicate** and **delete** invoices |
| **8** | **Approval icons** allow you to submit an invoice for approval or cancel an approval |
| **9** | Icon allows you to **finalise an invoice **- this will take it out of draft mode and add an invoice number
*Note**: Finalised invoices cannot be deleted.* |
| **10** | **Mark as printed** icon allows you to manually mark the invoice as printed/not printed |
| **11** | The **currency icon** allows you to change the sale currency from the client’s default currency |
| **12** | Icon allows you to set the **invoice payment status** to paid |
| **13** | Footer is consistent across tabs so you can see invoice information as you move around |
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## INVOICE PAYMENT METHODS
Invoice payment methods are the payment details that appear on your invoice, so the client knows how to pay you e.g. bank transfer details.
Payment methods are created in the **settings** module by a system administrator.
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> Macro (contentbylabel)