Invoicing

 

 

Never forget to invoice a job again

 

The Work in Progress (WIP) function of JobsPlus allows you to invoice more efficiently by identifying jobs with items (parts, labour and service) that have not yet been invoiced.  You can search for outstanding WIP by all clients or you can select a particular client as shown below.

 

 

 

 

Creating an invoice

 

Creating an invoice is easy.  When creating an invoice you can:

 

·         Choose to invoice a different client to the one the job is for.  This is particularly useful in warranty situations

·         Choose a particular invoice template to use (see section on invoice templates)

·         Apply retentions against the invoice.  You stipulate the percentage to be withheld and the amount of time to withhold the monies

·         View the list of items recorded against the job but not yet invoiced (as shown in the screen below)

 

 

·         Create multiple invoices for a job by choosing which items to include on a particular invoice

·         View the quoted amount, the amount invoiced to date and the amount remaining to be invoiced

·         Limit the total amount invoiced for a job to the quoted amount irrespective of whether actual cost is higher or lower than the quoted amount

 

 

Invoice Templates

 

JobsPlus has standard templates for Invoices, Job Cards, Quote Letters and Purchase Orders.  In addition to these standard templates you can create customised templates that can change the look of your documents.  An unlimited number of invoice templates can be created.  Invoice layouts can be anywhere from summary, full details, to anywhere in between.  For example, you may have a standard invoice that only shows data at a summary level, but if you do a particular type of work you may wish to change the content of your invoice to show more detail.  If required, you can set the invoice template for a particular client.

 

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