Creating a Progress Invoice for Miscellaneous Costs

To create a progress invoice for miscellaneousCreate a miscellaneous invoice when you need to invoice a client for work that is not directly related to a specific job, such as a monthly retainer. costs:

1. Open the Invoice Information screen using:
   Client Manager

   1. In the main menu, select Clients. A list of all clients or a filteredA filter provides a quick way to display only selected clients, invoices, quotes and work in progress based on pre-defined criteria. Once a filter has been selected, it becomes the default title for the page. Page titles that are also filter names are shown in blue text with a drop-down arrow, at right. list of clients is displayed.
   2. Drill down on the name of the client you wish to invoice.
   3. Select + New > Invoice.
   4. On the New Progress Invoice screen, provide the following information, as required.

      Field	Description
      Client	The name of the client that you wish to produce the invoice for. You should not need to change the client name here.
      Contact	The client contact person that the invoice will be sent to. This person's name will appear in the invoice.
      [invoice type]	The invoice type. Select Miscellaneous Invoice to invoice the client for specific tasks or costs.

   5. Next.

2. On the Invoice Information screen, provide the following information, as required.

   Field	Description
   Client	The name of the client that you have selected to receive the invoice.
   Pricing Mode	The pricing method to use for prices in the invoice. Prices are calculated depending on the Invoice Type you selected earlier. Select Calculated Price if you want to use the billable amount (or amounts) shown in the invoice. Select Fixed Price if you want to specify one or more billable amounts.
   Tax	The tax type and rate to apply to costs in the invoice. If you have more than one rate set up, select the required rate. For details, see Organisation Settings > Financial settings.

3. Add tasks and costs, as required.
4. Check that the information shown is correct, then do one of the following.

   Button	Description
   Save Draft & Print	Saves current invoice information and displays the Print Invoice screen.
   Save Draft	Saves current invoice information and displays the client manager Invoices tab. You can edit invoices while they are in the draft state.
   Approve & Print	Saves current invoice information and displays the Print Invoice screen. Once an invoice has been approved, it cannot be changed.
   Approve	Saves current invoice information and displays the client manager Invoices tab. Once an invoice has been approved, it cannot be changed.
   Cancel	Deletes the current draft invoice. You might use this option if you found errors.

Related tasks

Adding a task to an invoice

Adding multiple tasks to an invoice

Adding a cost to an invoice

Adding multiple costs to an invoice

Applying markup to invoice costs

Related Topics