Invoicing |
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Jobs that are finished and ready to leave the workflow and be charged to a customer need to be invoiced to produce an accurate record of what goods and/or services have been supplied, and at what costs. Invoice forms can be viewed using a selection of different reports.
Invoicing a single job can be initiated when editing the actual job, by selecting the Invoice Job icon, or by pressing F6, upon finishing and readying the job.
Jim2 also has the option of batch invoicing, ie. invoicing a number of jobs on the same invoice.
The choices for batch invoicing are:
For example, if you select Customer as the type to group by, when running a list of jobs for that customer, all will be invoiced on the one invoice. Similarly, if Ship, Project, etc. is chosen, all jobs for that type will be on the one invoice to the customer.
This can be performed through a job list, refining the search to display only the jobs required to appear on one invoice. For example, create a Job List by customer for a certain date range, refining the search for jobs set to Ready only.
When choosing to invoice one job or a list of jobs, Jim2 will: ▪Make all involved jobs no longer active, change the Mode field wording to Invoice# and update that field to the invoice number Jim2 generates. ▪Update the general ledger – debtors, income, tax collected and COGS. ▪Create an invoice record (using data from the cardfile, jobs and stock involved). ▪Produce an invoice report.
There is an option in each stock record – a checkbox called Hide on Invoice.
If this is ticked, this stock record will not be shown on invoices. It will still be included in the values, but will not actually be listed – useful for any types of stock (ie. checks, etc.) which are not required to be listed on the invoice.
Further Information Apply a Credit Payment When Invoicing Invoice COD Customer Without Taking Payment Raise a Tax Invoice for Progress Claims Receive Payments when Invoicing NZ Invoices to Handle Billing NZ GST |