How to create multiple client job invoices
Create multiple invoices and draw down a line item to submit an invoice for a partial amount.
Steps:
- Navigate to ACCOUNTING > RECEIVABLES > Invoice Multiple Estimates.
- By default, the next screen will display all estimates for all jobs which have not been previously invoiced.
- Check the box Show Jobs Previously Invoiced. Previously Invoiced.
- Change the Invoice Date that appears on the invoice if necessary.
- Select the estimate or number of estimates to be invoiced.
- If the invoice needs to be less than 100% of the total estimate, select the % to Invoice field and change the percentage from 100% to the required percentage.
- To avoid rounding errors from invoicing less that 100% of an estimate, check the Round Line Amounts box.
- Choose an invoice by clicking on the selector icon, then a pop-up will appear prompting you to click on CREATE DRAFT INVOICE (Recommended).
- A Draft Invoice will be created with a suffix DR in the Job No.
Adding Costs to the Invoice
Steps:
- Navigate to ACCOUNTING > Receivables > Client Job Invoices.
- Click the Invoice No. that needs the costs.
- Click Costs.
- A screen will appear showing all supplier costs and internal charges that have been posted onto the job on Task Types not included in the Estimates.
- Display any time entries that have been posted onto the job by selecting the INCLUDE CHARGE TYPES - TIME.
- Check the charges that need to be added to the invoice.
- Change or add the charge to be added to the Job by entering an amount in the MARK UP GBP fields.
- Click NEXT.
- Click Submit.
- Click Convert Draft to create a final invoice.
- Click OK.
- Find and check the unapproved invoice from the list
- Click Post.