Invoicing Specific Items
To invoice specific items at 100%, use the Multi-select button to select those items, then click Create -> Invoice.
Invoicing by Percentages
1. Open the Job/Order
2. A. Click on Create
B. Click on Invoice
3. A. Select 'Part Invoicing'
B. 'Keep Line Items' shows the items on the invoice; otherwise, only one line is shown on the invoice.
4. If all the line items will be invoiced at the same percentage, i.e. 40%, keep the 'Apply same % to all Line Items' ticked
5. Enter the part/split percentage for this invoice
6. To set different percentages for line items, untick 'Apply same % to all Line Items'
7. Put in the specific percentages
8. Click on Create
9. Click "OK" on "Are you sure you want to create an Invoice from this?"
10. This creates the invoice. To create the next invoice, go to the job/order
11. To see which lines have been invoiced, click on this button. If it is not visible, change or edit the column set
12. Items are shown as part or fully invoiced
13. Create the next invoice by clicking on the 'Create' button
14. Click on Invoice
15. Select 'Part Invoicing'
16. To quickly create the final invoice, click on the 'Invoice Remaining' tick box
17. Click on Create
18. Note that you can create multiple invoices off one job, with different percentages per line by unticking the 'Apply same...'. The system stores previous invoiced percentages
19. Click on Expand header in the job/order to see the invoiced gauge
20. This shows your percentage already invoiced
21. To make sure everything that should be invoiced is, click on Report Center. This is ideal for the end of each month
22. Click on Report Studio
23. Click on Orders
24. A. Select Jobs or Orders
B. Click on Net Uninvoiced
