Edit Invoice Header

1. Click the Edit Narrative button.

This provides the user the means to change the narrative text which will appear on the invoice. When the invoice is created the Invoice Narrative stored against the project is written to the invoice. Click here to see where this setting is located on the project.

1. Click the Edit Comments button.

This shows the Edit comments pop-up where you can record internal notes (not printed) against the invoice

When the invoice is created the Private Comments stored against the project is written to the invoice. Click here to see where this setting is located on the project.

1. Click the Edit Invoice button.

This shows the Edit Invoice pop-up where you can edit the client details, invoice dates, etc.

The project can have a client and a different Invoicing Client. The second is which the system will use when an invoice is created. Click here to see where the Invoicing Client is located on the project.

1. Click the to the left of the invoice line you want to edit.

Make the appropriate amendments

Click the Save button to save the changes.

1. Click the Tax Codes button.

When the invoice is created the system used the tax codes stored against the project. Click here to see where this setting is located on the project.

However, you can over-ride these settings via this button.

1. Click the Edit Discounts button.

When the invoice is created the system applies discounts in accordance to what discounts are specified against the project. Click here to see where this setting is located on the project

However, you can over-ride these settings via this button.

1. Click the Prepayment button.

This button is used as a means of entering a pre-payment line on the invoice.

1. Click the Finance Codes button.

Shows the Update Finance Codes pop-up where you can update income and expenditure codes where were not assigned to the invoice at invoice creation.

1. Click the Attachments button.

Shows the Invoice Attachments pop-up where you can add file to the invoice.

When the invoice is created, the software attaches any receipt files stored against expenses included on the invoice.

You can add additional files from within the Invoice Attachments pop-up and delete and which are no longer needed.

To Add an additional file;-

1. Click the Browse button - the File Upload window will be shown.

2. Select the file you want to attach to the invoice - only one file can be selected.

3. Click the Open button.

4. If you want to add more files click the Add File option below the attachment you have just added and repeat steps 1-3 until all files have been added.

5. Click the Save button - the attachments will now be added to the invoice.

To Delete an existing file;-

1. Select the attached file you wish to delete.

2. Right-click and select Delete.

3. The file will now be deleted from the invoice.

1. Click the Preview button.

This loads the invoice for preview in the Crystal Reports window where it can then be printed.

1. Click the Delete button.

Clicking this button deletes the invoice.

You can also delete the invoice directly from the Invoice List.

1. Click the Revert to Draft button.

Clicking this button changes the approved invoice back to draft the invoice.

You cannot change the invoice status if it has been exported to an external finance system

You can also delete the invoice directly from the Invoice List.

1. Click the Approve button.

Click this button to Approve the invoice.