Jobs > Invoice Summary

An Invoice on a job

A phase is used to group together multiple 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 3^rd party activities

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

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

If you have more than one invoice on a job, use the drop down to change between them

Opens an invoice list

You can access the job properties sidebar from the invoice

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

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

Icons that allow you to create, duplicate and delete invoices 

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

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.

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

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

Icon allows you to set the invoice payment status to paid

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