Creating a Deposit Invoice With No Quote

Deposit invoice with no quote (54 sec.)

Use these instructions to create an invoice requesting a lump sum payment for a:

Before you begin

Before you can invoice your client for a deposit, you must first set up a job for them in WorkflowMax. For further details, see Creating a job.

Creating the invoice

To create an invoice for a lump sum amount:

  1. In the Jobs menu, select Jobs.
  2. Drill down on the job number of the job that you wish to produce the invoice for.
  3. On the job detail screen, select the Financial tab.
  4. Select New Progress Invoice.
  5. On the New Progress Invoice screen, provide the following information, as required.
    FieldDescription
    JobThe job number and description.
    Invoice Type

    Type of invoice to produce. Select progress amount / deposit and type the dollar amount of the invoice (excluding any tax) in the text box.

    [description]

    Type a suitable description to appear on the deposit invoice.

    For convenience, you can create a default description for your progress invoices. For details, see Creating a default progress invoice description.

    DateThe date to show on the invoice. Select the date, as required.
  6. Next.
  7. On the Invoice Information screen, provide the following information, as required.
    FieldDescription
    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 deposit amount shown.
    • Select Fixed Price if you want to specify the price directly for the deposit amount.
    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.

  8. Check that the information shown is correct, then do one of the following.

    ButtonDescription
    Save Draft & Print

    Saves current invoice information and displays the Print Invoice screen.

    Save DraftSaves current invoice information and displays the Job manager screen (Financial tab). You can edit invoices while they are in the draft state.
    Approve & PrintSaves current invoice information and displays the Print Invoice screen. Once an invoice has been approved, it cannot be changed.
    ApproveSaves current invoice information and displays the Job manager screen (Financial tab). Once an invoice has been approved, it cannot be changed.
    CancelDeletes 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

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