Create a final invoice for miscellaneous costs

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

1. Open the New Invoice screen using:
   • Dashboard
     1. On the Dashboard screen, select + Quick Add > + Create new final invoice.
     2. On the New Invoice screen, provide the following information, as required.

        Field	Description
        Client	Select the name of the client that you wish to produce the invoice for.
        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.

     3. Next.

   • Client Manager
     1. In the main menu, select Clients. A list of all clients or a filtered A filter provides a quick way to display only selected clients, jobs, quotes or estimates, work in progress, invoices and purchase orders based on pre-defined criteria. list of clients is displayed.
     2. Drill down on the name of the client you wish to invoice.
     3. Select Client Actions > + Create new final invoice.
     4. On the New 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 name shown.
        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.

   • Invoice Manager
     1. In the Business menu, select Invoices > + Create New Invoice > + Final Invoice.
     2. On the New Invoice screen, provide the following information, as required.

        Field	Description
        Client	Select the name of the client that you wish to produce the invoice for.
        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.

     3. Next.
2. On the New Invoice - Draft screen, provide the following information, as required.

   Field	Description
   Date	Invoice date. The default is today's date, but you can select a different date from the drop-down calendar, if required.
   Due Date	The date the invoice is to be paid by.  If the client has been allocated a Client Type, the Due Date is calculated from the Payment Terms set there. If no Client Type is allocated, the Due Date is calculated from the Payment Terms set in Organisation Settings > Invoice settings. Select a different date from the drop-down calendar, if required.
   Contact	The client contact person that the invoice will be sent to. This person's name will appear in the invoice.
   Invoice Description	Type in details of the purpose and content of 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 calculated amount shown for individual tasks or costs. Select Fixed Price if you want to specify the price directly for individual tasks or costs. For further details about how Pricing mode works, see Fixed price quoting and invoicing.

3. Add tasks or costs, as required:
   • Add tasks to an invoice
   • Add costs to an invoice
   • Apply markup to invoice costs
4. Check that the information shown is correct, then do one of the following.

   Button	Description
   Save Draft	Saves the current invoice information and remains on the New Invoice - Draft screen.
   Save & Approve	Allocates an invoice number and changes the invoice status to Awaiting Payment. Once an invoice has been approved, its financial details cannot be changed.
   Options > Delete Invoice	Deletes the current draft invoice. You might use this option if you found errors and wanted to start again. There are significant differences between cancelling and deleting an invoice in .
   Options > Print Invoice	Same result as Approve, but also displays the Print Invoice screen. Once an invoice has been approved, its financial details cannot be changed.
   Options > Cancel Invoice	Option available for approved invoices only. Cancelling an approved invoice removes the invoice from and voids the invoice in Xero, if you are using the Xero integration. Cancelling an invoice also leaves details of the invoice in the Financials tab of the job.
   Options > Reset tax rates	This option lets you update all items to a valid tax rate in bulk instead of one by one. For further details, see Reset tax rates.

More to explore...

• Cancel or delete an invoice - For further details about the differences between cancelling and deleting an invoice.