![]() Once your invoice is created by one of the two previous methods, you can generate it, print it and send it as a PDF to your customer by email. Your new invoice will then have the same parts, prices, discounts, taxes as the invoice you have duplicated. You will then need to assign your invoice to a customer. You can duplicate an invoice by clicking on an invoice number (1) and then click on "Duplicate" (2). In the Invoicing > Invoices tab you will find the list of all your Invoices:īy clicking on any one of those job numbers, the job’s details will open and you will see this invoice.Īll Jobs related to this invoice display this same Numbered Invoice tab. The selected jobs have already been linked to another Invoice with the number in square brackets.Ībility to Force the creation of another invoice.The selected jobs do not contain Parts and Services.The jobs selected from the list of jobs are not linked to the same customer:.In the confirmation window click on “ Yes” select the Jobs that must be added to the invoice by checking the box in front of the number of each Job.To facilitate the selection you can use the filters located in the column headers.įrom the Customers/Sites/Equipment details :įor example, to generate an invoice for the Jobs of the same Site, pgo in the list of Customers / Sites and choose this Site from the list:Ĭlick on this Site name and choose Details from the menu: In the “ With Selected” menu choose “ + Create Invoice”.select the Jobs that must be added to the invoice by checking the box next to the job number.Either from Customers / Sites / Equipment detailsĬhoose the list that suits you: Day, Week or Month. ![]() In order to create your invoice you can do it: For jobs to which you have added Parts and Services in the Parts section.Please note that this feature is only possible: Synchroteam allows you to create an invoice from several jobs. If your technician has used parts during his intervention, you can import them into the invoice by clicking on "Import from parts & services" (14) The VAT rate (12) (See article Set up Tax Rates).Discounts per piece (in percentage or its exact amount) (11).The payment status or status of the invoice (6).Select a Job then go to the job’s details and click on the "Invoice" tab.Ī pop-up asks you to confirm the addition of an invoice, click "Yes". The Tax rate (10) (See article Set up Tax Rates).Discounts per part (in percentage or its exact amount) (9).You can now enter the necessary information for your invoice: to create a new Invoice (with a number).You can also use the menu: “Save As” (7), which allows: The Customer's choice is mandatory to Finalize and generate the Invoice Number. The only editable information in the Invoice is: Partially editable for the status: "Sent", "Paid", "Late".Partially editable for the status : "New".The Invoice will be added directly to the list. No data is required to be provided for Drafts. Partially editable for the Draft linked to a Job.Fully editable for the Draft without Job.Customer's VAT number (ex: FR 32 123456789)įor the registration of your Invoice, there are 2 modes: Draft (5) or New (6).The Customer's choice will automatically prefill the invoice’s fields: You can also add Additional Information (3) that you get by creating Invoicing Custom Fields and provide a description (4). Select the customer (1) and the site (2) if necessary and click on "Save". In the case of an invoice related to a Job, the displayed address will be that of the Customer or that of the Customer's Site if you have indicated a Site. Synchroteam allows you to create invoices.Īn invoice may be created for a Customer, for a Site or for a specific Job.
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