Manage Invoices

This module enables you to create and manage invoices, credit notes and claims.

Open the 'Invoices' module and switch to edit mode .

You can either create an invoice, a credit note of a claim.

In this example, we are going to create an invoice but the logic is the same for each type.

Select what you want to invoice.

Here we select ‘Work Order’. We access the list of the ‘already invoiced once’ work orders and the ‘not invoiced yet’ work orders. You can extend or collapse the list of your choice.

Once you have selected a work order, click on ‘Next’.

Select the appropriate customer (from the Address Book) and the associated address and click on ‘Next’.

Click on ‘Finish’.

Click on the plus button to add content.

The quotation content is retrieved and displayed here.

You also have access to the actual man hours.

You can choose to invoice the quoted man hours.

You can also create custom invoice items.

Let’s say you want to invoice the quoted man hours.

Select the package and click on the orange arrow.

The package is now displayed in the ‘Associated Invoice Items’.

Here is the invoice content.

If you click on ‘Preview’, the system will automatically generate an invoice.

To state that the invoice has been paid, you can click on ‘Close Invoice’ in the main ribbon.

Once you are done, click on ‘Save’ .