There are two types of invoices: a provider invoice and a customer invoice. Users can create multiple service provider and/or customer invoices for one work order if needed. Users can also transfer information from previously made invoices or from the time and material area onto the invoices.
These are created for people who are providing a service and are expecting a payment.
These are created for people who are receiving a service and are going to be paying an invoice.
Tip: You can have your Message and Disclaimer auto-fill by creating a Default Message and Discalimer in Invoice Settings. To learn more click here.
You have the ability to manually input a GL code you would like to stamp on the invoice.
GL Codes and Subcodes will auto-populate on the invoice creation screen in the order below if all areas are set up properly prior to creation:
Invoice numbers will auto-generate if left blank. You can set your number formatting preferences in Invoice Settings. To learn more click here.
Choose what Type of cost the line-item is. For example, one line item might be for Parts, and another might be for Travel.
Enter the date you wish to issue this Invoice for. To backdate the Invoice, you must have the Allow Invoices to be backdated setting turned on. Learn more.
Use the toggle to add a manual tax item when you are calculating tax yourself. Alternatively, you can leave this setting off to have the tax auto-calculate based on what is setup in the Tax Settings for Country/State/Province/County Taxes.