Invoice > Create a Final Invoice

In WorkBook an invoice is created via the jobs module. The invoice type final invoice can be used to create the last invoice on the job. There is a company setting that automatically closes the job, once the final invoice is finalized. However, this can be switched off, and job closure can be done manually.

Open

CREATE A FINAL INVOICE

• In the jobs list > select the job

• Click the invoice icon

Open

• Click create new button

• In the create new invoice pop-up box:

  • Select invoice type: final invoice

  • Insert correct invoice date

  • In copy data from select nothing

• Click ok

ADD INTRODUCTORY OR FINAL COMMENT TEXT

• You can add introductory notes or final comment text to your invoice via the header tab

• Additional client information can also be added here, including Client PO title and number, account number and GLN location no.

ADD OR AMEND PHASES

• To add or amend phases go to the phases tab

• If required, amend the description text

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 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

ADD THIRD PARTY COSTS

• To add in third party items (purchases), go to the lines tab

• In the activity column, select the appropriate third party activity

• If required, amend the activity text (this is the text that will be printed on to your invoice if you choose to show it)

• Add the cost to your business (ex GST) in the purchases column

  • Enter the % mark-up in the profit margin column, i.e. 15% is entered as 1.15, or

  • Enter the $ value mark-up to the extra column

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