Creating a One-off Worsheet

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Creating a One-off Worsheet

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One-off Worksheets are used for ad hoc jobs, which happen occasionally or at irregular intervals. They can be created and saved without printing or invoicing.

 

To create a One-off Worksheet go to the relevant Client and Site and select Site Info tab. Select the Worksheet One Off button

 

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Print Client Quote can be ticked if you are creating a quote type Worksheet (as shown in diagram below). In essence this is identical to a Worksheet except the printed/emailed version is in the form of a quote rather than a Worksheet. In terms of processing, they are both treated exactly the same.

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