Invoice > System Controls

These system variables control what type of invoices can be created - Invoice on Account (105), Partial Invoice (106) and Consolidated Invoice (268).

Variable 928 controls the default invoice type at invoice creation. Most agencies will have this variable set to the most common type of invoice used in the agency.

Variable 1121 will block you from creating invoices from price quotes that are not yet approved. This helps agencies ensure that only the correct, approved, price quotes are the ones that are being billed to clients.

Partial invoices look at the expenditures on a job (time, materials, personal expenses, mileage, POs etc) and these variables control the approval of these invoices while there are unapproved or open expenditures on the job.

When a final invoice is raised, in some system set ups it will also close the job. These variables control the approval of these invoices while there are unapproved or open expenditures on the job.

Whether a partial or final invoice, the purpose of these variables is ensuring you have invoiced all “approved and booked” expenditures before you finalise the invoice or the job is closed.

This variable controls who can manually edit important invoice information including: due date, payment terms, payment terms text and method of payment on invoices.

These variables control the manual editing of finalised invoices. System variable 918 allows editing of specific fields like client PO details, comments and print settings. System variable 988 allows editing of the address label and contact details on the invoice.