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Entering a New Invoice

From the Accounting and Finance Module, select the New Invoice button under the Invoicing heading or from the Invoice Register, the New Invoice button are at the top of the screen, under the menu bar.
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Step 1: Search a matter to invoice for. You can search for different record types or select ‘all’ if you want to search for everything.
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Step 2: Select which records to bill.
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Step 3: (optional) Add records to an existing invoice or, if it a new invoice, leave this blank
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Step 4: Create the invoice by selecting one of the options at the bottom of the page depending on whether you have more Invoicing to do.
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Once an invoice is created, it will appear in the Invoice Register for further action.
Selecting the Invoice number will take you into the invoice where you have options to approve, confirm and delete the invoice.
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Approve Invoice
This indicates that the invoice is ready to be sent to a client. All the entries must be checked for typos and spelling errors before this point.
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Confirm Invoice
This indicates that the invoice is ready to be linked to your accounting system and will send the invoice to it. The invoice should be completely accurate and finished at the point that you are confirming it.
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Delete Invoice
This will completely delete the invoice but it will give you the option to leave the records for a replacement invoice.