How do you see invoices for a job task?
If I want to see the invoices and credit memos for a specific job task, if I have a job with a lot of entries on it.
If you manage jobs with many entries in Business Central, you can view all the sales invoices and credit memos tied to a specific job task directly from the job card. You open the job card, find the task in the task section, and use the Line menu to display documents. This shows both draft invoices and posted invoices for the selected job task, and any credit memos appear in the same list.
Viewing invoices and credit memos for a specific job task
When you have a job with a lot of entries on it, it can be hard to keep track of which documents belong to which task. Business Central lets you filter down to a single job task so you only see the relevant invoices and credit memos.
Start by opening the job card. Go down to the task section and select the line for the task you want to look at. Then click Line, choose Documents, and select Sales Invoices and Credit Memos.
What the list shows
The list displays the documents connected to that job task. In a typical case you will see a draft invoice with the status “Invoice” alongside a posted invoice. If credit memos exist for the task, they are listed here as well.
You can open each document directly from the list. A draft opens as the standard sales draft invoice, and a posted document opens as the standard posted sales invoice.
How the entries relate to the job task
The documents you see are the ones with entries posted to the job task number you marked. For example, if you selected job task 1000, the list shows the invoices and credit memos posted to that task.
Keep in mind that depending on how you create the invoice, a document can include entries from other job tasks as well. So a single invoice may appear under more than one task.
Q&A
How do I find all invoices and credit memos for a single job task in Business Central?
Open the job card, select the task line in the task section, and click Line, then Documents, then Sales Invoices and Credit Memos. This shows the draft invoices, posted invoices, and credit memos for that job task.
Does the list show both draft and posted invoices?
Yes. You see draft invoices with the status “Invoice” and posted invoices in the same list, and you can open each one to view the standard sales document.
Can a single invoice contain entries from more than one job task?
Yes. Depending on how you create the invoice, it can include entries posted to several job tasks, so the same document may appear under more than one task.