Client Invoices - How to

Client Invoices

Create a Client Invoice

Before creating your first Client Invoice, some options need to be configured in Settings. These include how to print an invoice, whether WIP decisions are required at the time of invoicing, etc. 

Set Print options

Select option to print job costing notes. Make WIP decisions at time of invoicing. Both of these are set up in the 'Settings' window. 

Select option to print info which is in the quote; set this up in Config / Stationery Templates. 

Select text which is printed on the final invoice; set this up in the Invoicing window. 

Select Stationery template relevant to your Client Invoice. 

If you had “description” notes when you created a quote – the option to print or not print these description notes is set in the “stationery template”

1 Configuration / stationery template 2 CLONE your existing template – and make a copy before you make changes; CLONE and GREEN TICK – now you have a copy 3 Select EDIT i 4 Select “info section”

5 Highlight description row

6 Right Click

7 Select Clear

8 And green tick

Settings

1. Select Costing / Invoices and Credit Notes

2. Select Settings icon and select the options you require and

See this article for full explanation about what each Setting means. 

Create Test Invoices, Manage Print Layout

Select Jobs

Select Job for which you wish to issue an invoice

Right click on selected job

Select “Create invoice for job number XYZxxx” to access the following edit window:

You can select what you want to display in this window and up to printing. First Right-click on the KINDS heading

And you can select the information you wish to view while creating the invoice; select "Show WIP"

The invoice creation screen is as follows:

In this example we will only invoice the client for “Design layout” and “Mock ups”. The rest of the items will be invoiced at a later date. 

First, select each line on the invoice and delete the line if we are not invoicing for this Kind. 

Then, input "0.00" into the Amount column.

De-select the line by un-checking the box at the left side of the line. 

Select the and the invoice will be as follows:

If you need to change the information printed for your client, first, right click on the invoice and select “Show display amount”. 

The invoice screen will then show “Display Amount” and an icon of a locked padlock. 

Click on the padlock to unlock the cell. 

You can now make changes to the display amounts. 

If you wish to invoice the full amount of $ 6,586.79 for the Kind: Design and Layout, first, change the amounts in the display column. Then, click on the padlock and then, the green tick at the bottom of the page. 

The printed invoice will then display the changes you have made in the display column.