NOTE: Before raising an Invoice, make sure you have entered a Job# into the Job Details and you have Locked the Contract Total. The padlock shown beside to the Contract Total should be Locked to proceed.
|Payment Stage||The Payment Stage for which you have raised this invoice in will appear in this field.|
|Date Issued||When raising an Invoice, the date of when it was issued should be entered in this field. This date will appear on the invoice and you Invoice terms will apply from this date. You invoice terms are are setup in the Progress Payments Settings.|
|Invoice #||When raising your first invoice, the software will automatically use the Job # as a reference then it will start numbering sequentially from 001. e.g. 002, 003, 004 (and on). Alternatively, you can manually enter your invoice number and the software will start sequentially numbering from the number you manually entered.|
|Items||The Items (Tab) adds together the assigned Items of the Payment Stage that have been marked as included. By ticking or crossing the Items you can include or exclude each line Item for the Sales Invoice.
Once a payment has been received and entered into a Sales Invoice, then the Items marked as included within the Sales Invoice will become locked. Sales Invoice Items are locked to ensure you do not accidently claim the same items twice.
|Use your mouse to tick or cross the line Items you want Included or excluded in the Sales Invoice claim. A green tick will show the line Item as approved for the Invoice claim and a red cross will show it as not approved for the Invoice claim.|
|A description of each line Item from the Payment Stage selected will appear here for you to Approve for the Invoice claim.|
Total (Inc. GST)
|This field shows the contributing Total for this line Item for this Invoice claim.|
|Withhold Deposit Received||This option only shows in the first and last Payment Stages and their Sales Invoices.
Selecting this option allows you to withhold the deposit received from being added into the total Received amount. This is commonly used in Lump Sum and Cost Plus claim methods to help stay cash flow positive until the final payment stage claim in which you would then apply the received deposit amount back into the received total to calculate the final balance owing.
|Payments||The Payments (Tab) allows you to Apply Payments received, Edit Payments received and or Delete Payments received from the Invoice selected.|
|Apply Payment allows you to apply a payment received to the selected Sales Invoice. Once a Payment has been received and entered into the Sales Invoice, then the Items marked as included will become locked.|
|Edit Payment allows you to Edit a payment in the Sales Invoice. You can also double click on a payment to Edit it as well.|
|Delete Payment allows you to Delete a payment from the selected Sales Invoice.|
|Notes||This field is use for entering Invoice notes which will appear on the Invoice for the client to read.|
|The Help button opens the SoloAssist Help Centre with instructions on how to use the software. (Internet connection required).|
|Print Sales Invoice. Here you can select your Printer type by clicking on the Printer Setup button, then you can preview and Print your Invoice.
See Save As PDF to learn more ►
|Sales Invoice |
Move / Delete
|A Sales Invoice cannot be moved between payment stages. If you need to move a Sales Invoice, you will need to deleted the Invoice, then create it again in the payment stage required.
A Sales Invoice can only be deleted once the payment received of that invoice has been deleted out first.
|Job #||A Job # will need to be entered into Job Details before a Sales Invoice can be raised. SoloAssist should auto prompt you when raising a Sales Invoice if nothing has been previously entered.|