Creating a Final Invoice for Actual Time and Costs

When work on a job that was not based on a quote is complete, you can create the final invoice for the work.

Final invoices can be created using the Work in Progress Manager, Invoice Manager or Job Manager.

Creating the invoice

To create a final invoice for a job based on actual time and costs:

  1. Open the Invoice Information screen using the:

  1. 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 prices shown.
    • Select Fixed Price if you want to specify the price directly for one or more billable items. This option allows you to adjust prices to exactly the values you want to use.
    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.

  2. Deselect any items that you do not wish to include in this invoice. Deselected items will be written off when the invoice is approved and will not be available for billing in the future.
  3. Make any final adjustments, if required.

    Changes to invoiced hours will have no effect on the billable amount if you selected the Fixed Price Pricing Mode above.

    The Invoice Summary at the bottom of the screen will be updated to reflect any changes. Notice that the:

  1. 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 Invoice manager screen (Overview 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 Invoice manager screen (Overview 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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