Costs > Invoice Overview

In the costs module you can view all financial activities on a job. The invoices tab is where you go to see the invoices and credit notes on a job.

ON THIS PAGE YOU WILL FIND:

ON THIS PAGE YOU WILL FIND:
1 VIEWING THE INVOICES TAB 2 WHAT’S INCLUDED IN THE INVOICE OVERVIEW

VIEWING THE INVOICES TAB

Go to the jobs module > select the job > go to costs sub menu > click the invoice overview tab

In the invoice overview tab you’ll see all invoices or credit notes, whether they’re in draft or have been invoiced.

NO.	COLUMN NAME	DESCRIPTION

NO.	COLUMN NAME	DESCRIPTION
1	Invoice ID	This is just an ID and not an invoice number
2	Status	Under preparation - in draft Approved internally - approved within the company Approved externally - approved by the client Invoiced - Finalised but not posted Invoiced and booked - Finalised and posted
3	Type	Invoice on account or credit note
4	Invoice no.	The invoice number will only show when the invoice is finalised. You can view the invoice by clicking on the invoice button:
5	Invoice date	Date of the invoice
6	Due date	Due date of the invoice
7	Responsible	The creator of the invoice or credit note
8	Debtor	Debtor name
9	Debtor contact	Debtor contact name
10	Currency	Company currency
11	Amount net	The net amount of the invoice in the company currency
12	Amount GST	The GST amount in the company currency
13	Amount total	The total amount in the company currency
14	To be paid	This field will populate once the invoice is posted
15	Currency	Invoice currency
16	Amount net currency	Amount net of the invoice currency
17	Amount GST currency	Amount GST of the invoice currency
18	Amount total currency	Amount total of the invoice currency
You can also use the modify grid feature to add the columns: Has approved - to see the employees that have approved the invoices Has not approved - to see the employees that still need to approve the invoices