(Note: this screen will be getting phased out at some point and invoicing will need to be done through the batch invoice section)
You are able to run and view invoices on this screen
View/Search Invoices
You can search for and view invoices by using the Magnifying glass in the top left corner and filling out the appropriate fields.
Do an invoice run for a specific contractor a batch run
To start an invoice run you will need to select a contract in the contract field, select the Run date that it needs to run up to and click Invoice run. If you are doing a run for all contracts you can leave the contract on Not Set, this will start a batch invoice run and batch the invoices into Invoice Batches under Accounts.
A new screen will open to confirm the run.
When the run is complete you will see that a draft invoice has been raised, if you right-click on the invoice you will see a new drop down. in the drop down you will have a few options
- Preview/print- this will alow you to check the invoice before committing it.
- Download - Download a copy
Email invoices to
- Contract Account email - this will email a copy to the email
- Other- this will allow you to manualy put in an email address.
Invoice actions
- Commit - this completes the invoice and will allocate an invoice number to it.
- Roll-Back- you can cancel the invoice befor commiting it if it needs to be corrected.
- Veiw Details- Veiw the basic information in the invoice.
- Payment - This can mark the invoice a part paid by adding an amount .
- Mark as paid - close the invoice as fully paid.
- Download Sage50 Export - downloads the file that can be imported into SAGE.
- Un-Commit - Rolls this back to a draft that that then can be rolled-Back so you can do ammend any issues.
