By default, WinTeam uses the Service Location and Address from the Job Master File on invoices, however you can override them.
Changing the Service Location displayed on the invoice does not impact the Job Number or change data in the Job Master File. Revenue costs are associated with the Job indicated on the Bill Codes by Job screen.
To change the Service Location and Address used on Allocated Invoices
- From the Personnel Scheduling Menu, select Bill Codes by Job.
- On the Bill Codes by Job screen, enter a Job Number, and then click Invoice Allocations.
- Select the Overwrite Address Info check box for each customer with Job Master File Service Location information that you want to edit.
- Once you select the check box, the Service Location Name and Service Location Address fields are available for editing.
Related Information
Previewing and Processing Allocated Invoices