Content Comparison

NUMBER

FUNCTIONALITY

1

The invoice options menu includes:

• Create a new invoice

As well as ‘copy from’ functions:

• Copy price quote to the current invoice

• Copy schedule to invoice

• In total excl. GST

• Copy invoice from another job

• Copy price quote billing plan to invoice

• Split media costs on two invoice lines

You can also:

• Edit basic settings, including invoice currency, payment terms, payment method, and due date

2

These invoice tabs relate to the information for this particular invoice.

• Header: Create, duplicate and delete invoices here as well as add a client facing description

• Phases: Add/amend

• Lines: View/amend lines

• Comments: Add terms or specific notes to an invoice

• Approval: See completed approvals or approvals awaiting action

• Chat: Collaborate with colleagues on the invoice

3

If you have more than one invoice on a job you can:
a. Use , use the drop down to change between themb. Open

4

Opens an invoice list

45

You can access the job properties sidebar from the invoice

56

Print and layout settings allow you to set the format of your invoice

67

View and change the invoice status, this will trigger approval notifications according to your agreed process

78

Icons that allow you to create, duplicate and delete invoices 

89

Approval icons allow you to submit an invoice for approval or cancel an approval 

910

Icon allows you to finalise an invoice - this will take it out of draft mode and add an invoice number

Note: Finalised invoices cannot be deleted.

1011

Mark as printed icon allows you to manually mark the invoice as printed/not printed

1112

The currency icon allows you to change the sale currency from the client’s default currency 

1213

Icon allows you to set the invoice payment status to paid

1314

Footer is consistent across tabs so you can see invoice information as you move around