Invoice documents and reports
- In the Project Management module, double-click a job to open it.
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On the
right, click Contract & Invoicing.
The Contract & Invoicing dialog box opens.
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Click Invoices.
The Invoices dialog box opens.
- Click the Invoices ribbon tab.
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On the
menu, select Reports or press Ctrl+R on the keyboard.
The Report Selection dialog opens.
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Select the report that you want to view,
print, or export.
The AIA G702 and AIA G703 reports are standard forms for creating invoices.
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Do one of the following:
To Do this View the report Click View. The report opens in Tekla PowerFab Report Viewer.
You can use the Email Excel and Email PDF buttons at the top of the Tekla PowerFab Report Viewer window to email the report via Microsoft Outlook.
Print the report - Change the number of the printed copies by clicking the plus (+) and minus (-) buttons.
- Click Print.
The Select Printer dialog opens.
- Click a printer to select it.
- Click OK.
Export the report - Click Export
The Export Options dialog opens.
- In the Export Format list, select an export format.
- To select the location where you want to save the exported file, click Browse.
- Browse to the location where you want to save the
exported file, and click Save.
You can modify the file name as needed.
- To attach the exported file to a Microsoft Outlook email and send it to a recipient, select the Attach to Email checkbox.
- To open the file after exporting it, select the Open Exported Document checkbox.
- To export the file, click Export.