Create a final invoice to bill your client when a job is complete. Note that:
- When you are invoicing based on quoted value, any billable items that are not selected for including in the final invoice will be written off.
- Raising a final invoice will remove the job from the invoice list (Job Actions > + New Final Invoice on the job's Details tab).
-
If you have created a progress invoice rather than a final invoice at the end of the job and the job is now complete, you can write off the remaining time simply by using the Job Actions > Remove from Invoice List button on the job's Details tab.
You'll need at least Create/Edit Access permission on the Invoices privilege in your staff record to perform this action.
Creating final invoices
You can use the Job Manager, Dashboard, Invoice Manager and Work in Progress Manager to create final invoices.
If you need to create invoices for multiple clients or jobs at a time, use the instructions in a column flagged with .
|
Create final invoices from... |
|||||
|---|---|---|---|---|---|
| Job info screen (Job Actions) | Dashboard (Quick Add) | Invoice Manager | WIP Manager (List tab) | Client info screen | |
| Can invoice multiple clients? | – | – | – | – | |
| Can invoice multiple jobs? | – | ||||
| Invoice for actual time and costs | YES | YES | YES | YES | YES |
| Invoice based on quote/estimate or estimated time and costs | YES | YES | YES | YES | YES |
| Invoice for miscellaneous costs (not used to invoice jobs) | – | YES | YES | – | YES |
Frequently Asked Questions
Can I raise multiple final invoices in the job?
Yes, you can raise multiple final invoices for one job. Please bear in mind that each time you raise a Final Invoice, it will write off any remaining unbilled Work In Progress items and clear the Estimated Billings from the Financial tab of the job record.
Raising a Final Invoice may also result in a change of Job Status, depending on how you have configured your settings.