In WorkBook an invoice is created via the jobs module.
ON THIS PAGE YOU WILL FIND: |
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INVOICE STRUCTURE
The invoice breakdown structure within WorkBook is fixed. An invoice must contain at least one phase.
LEVEL | DEFINITION |
Invoice | An Invoice on a job |
Phase | A phase is used to group together multiple lines |
Lines | The item you’re charging for that has an activity associated with it + the number of hours for the activity or the purchase price for 3rd party activities |
INVOICE NAVIGATION
NUMBER | FUNCTIONALITY |
1 | The invoice options menu includes:
As well as ‘copy from’ functions:
You can also:
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2 | These invoice tabs relate to the information for this particular invoice.
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3 | If you have more than one invoice on a job you can: |
4 | You can access the job properties sidebar from the invoice |
5 | Print and layout settings allow you to set the format of your invoice |
6 | View and change the invoice status, this will trigger approval notifications according to your agreed process |
7 | Icons that allow you to create, duplicate and delete invoices |
8 | Approval icons allow you to submit an invoice for approval or cancel an approval |
9 | 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. |
10 | Mark as printed icon allows you to manually mark the invoice as printed/not printed |
11 | The currency icon allows you to change the sale currency from the client’s default currency |
12 | Icon allows you to set the invoice payment status to paid |
13 | Footer is consistent across tabs so you can see invoice information as you move around |
INVOICE PAYMENT METHODS
Invoice payment methods are the payment details that appear on your invoice, so the client knows how to pay you e.g. bank transfer details.
Payment methods are created in the settings module by a system administrator.
