AccountancyManager offers three ways to generate invoices;
- From the Invoicing Section
- From Tasks
- From WIP
Follow the steps for each option below to create an invoice.
Note: Before creating your first invoice, you will need to update your Invoice Settings in Invoicing.
1. From the Invoicing Section
Go to Invoicing - New Invoice.
The Invoice screen will appear - start by filling in the Client. The invoice number will auto-populate, if you wish to change this to manual, tick the box to the right for Custom Invoice No. Raised will populate based on who is creating the invoice but can be changed using the dropdown if needed. You can also select staff for Notify on Paid .
You can input the Date if different from the day you create and fill in the status, paid date, payment method and due by. If raising before payment, you can update the status and payment information later.
Note: If you want to create a Pro-Forma invoice, you can use the Invoice Status dropdown and choose Pro-Forma.
There is an option to assign to a service and add a description with the amount. Along the left you have several other options to add more rows if you want to invoice for several items or add things like POA or discounts. If you have made a mistake, you can use the rubbish icon to the right of the line to delete.
The VAT box will apply VAT to the invoice, if you do not need VAT you can untick this. Once complete, you can select Save, Save & Preview, or Save & Email. You can now view it in the client file Invoices tab. It will also be viewable in Invoicing > Monthly Totals and Invoicing > Debtors if unpaid.
2. From Tasks
To generate an invoice from a task, navigate to Tasks.
Select the edit icon to the right of the relevant task and click New Invoice as shown below.
The New Invoice screen will open with the task detail pre-populated. Follow the steps from option 1 to create.
3. From WIP
Navigate to Time > Work in Progress.
The WIP screen will appear - it will be broken down by the client. Click the dropdown to the right of the relevant client to expand the detail.
Tick the box to the left to select which item to use for the invoice and select Generate Invoice at the bottom left. The invoice will populate with the details from your WIP. Follow the steps from option 1 to complete the generation.
Note: To mark an invoice as paid, navigate to the client file and select the Invoices tab.
From here, you can use the Paid column along the right of each invoice to mark it as paid. This will update the monthly totals and client debt.