Where to do it

Mark or clear invoice terms on a job (workorder)

1. Open the workorder (browser title shows Workorder).

2. Go to the Charges & Payments section.

3. Select Actions.

4. Under Invoice Terms, choose one of the following:

   • Allow Invoice Terms — turn on the “to be invoiced” state for this job.

   • Disable Invoice Terms — turn that state off for this job.

When invoice terms are allowed, a To Be Invoiced chip can appear. Its tooltip is: Payment is not required - job will be invoiced.

See jobs that are not fully paid

1. In the main navigation, open Worklists.

2. Under Default Worklists, open either:

   • Not Paid — the page heading is Jobs Not Paid (it also shows Excluding Today), or

   • Open Invoices — the heading looks like Open Invoices plus a Days value (for example how many Days old; see below), and a dollar total in parentheses.

3. When there is nothing to show, the list can display All Jobs Paid.

Open Invoices — Days

On the Open Invoices worklist, use the Days control to change the range. The choices are labeled YTD, 20d, 30d, and 45d.

Optional: from payment notes, switch a job to invoiced

In some worklist subviews, if payment notes are shown and the job is not already set to be invoiced, you may see a Change To Invoiced control. It opens a confirmation: Mark job as to be invoiced? The same flow is described as matching Allow Invoice Terms on the workorder, and it notes that turning this on can affect whether the job appears on Jobs Not Paid.

When to use it

• Use Allow Invoice Terms when the job should go through your invoice process (and, when enabled, the success message below explains that payment may not be required the same way before the rest of the workflow).

• Use Not Paid and Open Invoices when you are tracking balances and want grouped lists with totals.

• You might not see Worklists if your account does not include that access; ask an administrator to confirm your permissions.

What the options mean

• Allow Invoice Terms / Disable Invoice Terms — These change whether this job is flagged to be invoiced in Attik, not a separate text field for payment wording (for example a “Net 30” line in your contract). The To Be Invoiced chip reflects that the job is in the “to be invoiced” state when terms are allowed.

• Not Paid (heading Jobs Not Paid) — Focuses on unpaid work using one set of rules, including the note Excluding Today.

• Open Invoices — Focuses on unpaid work that is treated as invoiced in Attik, with a Days control (YTD, 20d, 30d, 45d) to adjust the list. The list title includes how many Days old the filter is (for example 0+ when YTD is selected).

• Because the two lists use different rules, a job can show on one and not the other, especially when invoice terms are allowed (the confirmation text for Change To Invoiced explains that moving a job to to be invoiced can take it out of Jobs Not Paid in some cases).

After you save a change (Allow / Disable Invoice Terms)

On success, a message may say:

• Invoice flag enabled. Payment not required - job will be invoiced. (when you used Allow Invoice Terms), or

• Invoice flag disabled. Payment required to unlock reports. (when you used Disable Invoice Terms)

If the update fails, you may see Error and Failed to update invoice flag.

The workorder content refreshes after a successful change so you see the updated chip and totals.

Good to know

• Allow Invoice Terms controls Attik’s “to be invoiced” behavior and messages about payment and reports — it does not, by itself, set legal payment-due text like “Net 30” on a PDF. Use your normal contract, accounting, or company policy for that wording.

• Empty worklists can show All Jobs Paid — that only means this list has nothing to show for the current filters, not that every number in the company is zero.

Need more help

If you cannot open Worklists or you need a policy decision (for example who may mark jobs To Be Invoiced), ask your company’s Attik administrator or Attik support.