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In WorkBook an invoice is created via the jobs module. The invoice type invoice on account is used when a job requires multiple invoices and is useful when billing a percentage of the price quote or billing to project milestones.
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CREATE INVOICE ON ACCOUNT
In the jobs list > select the job
Click the invoice icon
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Click create new button
In the create new invoice pop up:
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Select invoice type
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Insert correct invoice date
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In copy data from
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, make sure it is showing ‘Nothing’ (Note: if there is an option selected on this field, simply hover the mouse over to the field, there will be a cross 'X' icon displayed on the right-hand side of the field that allows you to clear the selection)
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Click ok
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In the following pop up select:
A. the price quote you wish to invoice
B. the copy option
C. the percentage value you wish to invoice
Click ok
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Go to the print & layout settings button
Select the items you wish to display on your invoice
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To review the invoice:
Go to the reports icon
Select invoice (351)
Click on view report as PDF icon
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Finalise invoice:
Once you have checked and completed your invoice go to the header tab
Click finalise invoice button to assign an invoice number and move the invoice out of draft/under preparation status
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Create PDF and send to client:
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Go to the reports icon
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Select invoice (351)
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Click on view report as PDF icon
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Download the PDF
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In this example we have chosen to create an ‘invoice on account’ and to ‘copy from nothing’ - creating an invoice from scratch. If you wish to create a different type of invoice or create an invoice from any other means, please refer to the relevant article. |
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ADD INTRODUCTORY OR FINAL COMMENT TEXT
You can add introductory notes or final comment text to your invoice via the header tab.
Additional client information can also be added here, including Client PO title and number, account number and GLN location no.
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ADD OR AMEND PHASES
To add or amend phases go to the phases tab
If required, add description text
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ADD TIME-BASED ITEMS
To build out your invoice and add time-based items, go to the lines tab
In the activity column, select the appropriate time-based activity from the dropdown list or enter the activity number to refine the list
If required, amend the activity text (this is the text that will be printed onto your invoice if you choose to show it)
Add the number of hours in the hours column and the amount will update according to the activity’s hourly rate
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The hourly rate for the selected activity will automatically pull through from the price list assigned to the job. |
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ADD THIRD PARTY COSTS
To add third party items (purchases), go to the lines tab
In the activity column, select the appropriate third party activity
If required, amend the activity text (this is the text that will be printed on to your invoice if you choose to show it)
Add the cost to your business (ex GST) in the purchases column
Enter the % mark-up in the profit margin column, i.e. 15% is entered as 1.15, or
Enter the $ value mark-up to the extra column
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