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9.3 Managing Invoices

9.3.1 Creating a New Statement of Work (SOW)

A Statement Of Work (SOW) is a list of items or procedures that make up an invoice. A new SOW can be created in several ways.

 

  • From the Financials module
    • Creating a New Blank Invoice 9.3.2
    • Creating a New Recurring Payment Plan from a Recurring Invoice Plan 9.4.2
  • From the Charting and Financials modules
    • Creating a New Invoice from Procedures 9.3.4
  • From the Calculator and Financials modules
    • Creating a New Invoice from Calculator 9.3.5