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
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Click create new button
In the create new invoice pop up:
Select invoice type
Insert correct invoice date
In copy data from select nothing, 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 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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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 on to 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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