Invoicing
Invoices
can only be generated from a quote which has been set to accepted
uses a quote's price calculator to generate values
If a quote's price calculator is changed, if an invoice is re-generated it will use the changed calculator
Creating and Sending an Invoice
An invoice is created from the job overview page. Once a quote is set to accepted, click the “create invoice”, select invoice date and amend address and detail as required. The newly created invoice can then be emailed or printed for posting.
When an invoice is emailed
the finance contact email will be automatically populated in the email box
the pdf is stored and recorded in the comms log as a permanent record of what was sent and when
An invoice appears on the following pages:
Finances (Menu - Accounts)
Account Invoices list (Menu - Accounts)
Overview (Menu - Accounts- jobs)
Invoice functions
Archive: allows the invoice to be archived meaning it no longer displays on any of the screens or counts as money a client owes. A reason must be typed in for why the invoice requires archiving.
Email: allows an invoice to be emailed. The account's finance conatact is populated by default in the email to box but this can be overwritten
Print/view: download a pdf of the invoice which can then be printed.