In Business Central you can see every invoice and credit memo linked to a job directly from the Jobs list. This gives you a quick overview of what has been invoiced on a job and what is still in draft.
You open the overview by marking the job, going to Navigate, and clicking Sales Invoices and Credit Memos. The list shows both draft invoices that have not been posted yet and posted invoices.
Posted invoices show an invoiced amount in local currency and a cost amount. Draft invoices do not show these amounts until they are posted.
You can open any invoice or credit memo from the list by marking the line and clicking Open Sales Invoice or Credit Memo. It opens just like any other sales invoice or credit memo.
Finding invoices and credit memos linked to a job
When you work with jobs in Business Central, you often need to check which invoices and credit memos belong to a specific job. You can do this straight from the Jobs list without searching through the rest of the system.
Mark the job you want to look at, go to Navigate, and click Sales Invoices and Credit Memos. This opens a list of everything tied to that job.
Understanding the invoice list for a job
The list shows all invoices linked to the job. In a typical example you might see four invoices on one job: three in draft mode because they have not been posted yet, and one that is a posted invoice.
If there were credit memos linked to the job, they would appear in the same list alongside the invoices.
The posted invoice shows an invoiced amount in local currency and a cost amount. These amounts are not shown on the draft invoices yet, because the figures only appear once the invoice has been posted.
Opening an invoice or credit memo from the job
To open an individual document, mark the line in the list and click Open Sales Invoice or Credit Memo. This opens the draft or posted invoice, and you work with it just like any other sales invoice or credit memo in Business Central.
Q&A
How do you see all invoices and credit memos linked to a job in Business Central?
Mark the job in the Jobs list, go to Navigate, and click Sales Invoices and Credit Memos. This shows every invoice and credit memo connected to that job.
Why don’t draft invoices show an invoiced amount and cost amount?
These amounts only appear once the invoice is posted. Draft invoices have not been posted yet, so the invoiced amount in local currency and the cost amount are not displayed.
How do you open a specific invoice from the job’s invoice list?
Mark the line for the invoice you want, then click Open Sales Invoice or Credit Memo. It opens just like any other sales invoice or credit memo.