Production Invoices
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      2. Receivables
      3. Production Invoices

      Percentage of estimate plus actual cost billing for a single production invoice

      Bill a client for a production job at 100% or specific % of an Estimate and add actual costs

      Use Cases

      Use this function to create a Production Invoice based on estimate to bill one of the following scenarios and/or actual costs incurred on the job

      • the total of an estimate
      • only a percentage of the estimate
      • selected items from the estimate; and or
           ​

      Steps:

      1. Go to Accounting>Receivables>Production Invoices and click on the Create a New Production Invoice button.
      2. Specify the Job No. to be invoiced  and select the  Invoice from Estimate option
      3. Enter the Invoice Date.  
        Note: This date will default to today's date, but you have the option to change the Accounting Year and Accounting Month at this point. 
      4. Select the Currency of the invoice.  
        Note:  You may be restricted to invoicing estimates that were created in the same currency as the invoice currency you select. based on database settings.
      5. To check which client contact the invoice will be addressed to, click the Contact hyperlink on the upper-right hand section of the page. You can then assign this invoice to a different contact if required.
      6. By default, the system will deduct any amounts that you have previously invoiced to the client from estimates on this job. If amounts that have previously been invoiced should not be deducted, uncheck the Deduct Amounts Previously "Estimate Invoiced" on this Job?  box.
      7. Change the Payment Terms for this invoice if required.  
        Note: The default payment terms derive from the settings for the client you are invoicing. The default payment terms can be altered in Master Files / Clients
      8. Click the Next button
      9. Enter the percentage of the estimate to be invoiced if you want to invoice only part of the estimate.  Otherwise, leave the default of 100%. 
      10. Check the box to the left of the Estimate version to be invoiced.
        Note: Unless the Job is a Master Job, you will only be able to select one estimate version to invoice
      11. Click NEXT button. 
      12. If you have clicked on Selected Percentages, a screen will appear allowing you to select the specific Task Types to be invoiced and change the percentages to be invoiced​. By default, each Estimate line will be selected for invoicing. Uncheck  any lines to be excluded from the invoice. 
      13. Click the NEXT button. The next page allows you to review the items and amounts to be invoiced.
        1. Information such as the client order no., line sort orders, descriptions and line notes will be created based on the values from the source estimate being invoiced
        2. You can change how this information is to appear on the production invoice at this stage if required

      ​​How to add Actual Costs to the Invoice

      1. To add actual costs to the invoice click on the Add Costs button.
      2. Select the actual costs that you wish to include on the invoice by checking the box to the left of the actual cost items you wish to invoice. 
        1. You can  amend the Markup on the supplier invoice at this stage by changing the Markup amount in the Markup box.
        2. You can also change the description of the supplier cost line item that can appear on the invoice, by altering the description field.
      3. Click the NEXT button. You can add the Client Order Number at this stage if you wish. If Draft invoices are to be created to review initially (recommended), click the Create Draft Invoice button.
        Note: At the Draft Invoice stage,  you can select or deselect supplier cost line items for inclusion on the invoice, edit the “Markup” amount on any supplier costs and the Description of the line item that can appear on the Invoice.
      4. The next page confirms that the invoice has been created, tick the box to print the invoice at this stage if required
      5. To create an invoice now for another job, click the Create Another Invoice button; otherwise click the Finished Invoicing button and the Production Invoice will be created, and you will be returned to the main Production invoice page. 
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