TSM Wiki

You are here: Welcome » TSM Manual » Job Cards » Invoicing

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Next revision		Previous revision
5000manual:5200jobcards:5235invoicing [2020/06/18 09:34] – external edit 127.0.0.15000manual:5200jobcards:5235invoicing [2021/01/06 13:47] (current) – rajeev.ranjan
Line 1: Line 1:
 ===== Invoicing ===== ===== Invoicing =====
  
-{{:5000manual:5200jobcards:image171.png?600|Invoicing tab}}+{{:5000manual:5200jobcards:invoice_tab686.png?600|Invoicing tab}}
  
 The Invoicing tab combines all the financial details of the job and allows the management of the Jobs invoice. Use the main buttons to do the following: The Invoicing tab combines all the financial details of the job and allows the management of the Jobs invoice. Use the main buttons to do the following:
  
-{{:5000manual:5200jobcards:icomplete.png|}} Click to complete the job by adding the current date and time to the Completed field. You can uncomplete a job by clearing out this field.+{{:5000manual:5200jobcards:complete_button686.png|}} Click to complete the job by adding the current date and time to the Completed field. You can uncomplete a job by clearing out this field.
  
-{{:5000manual:5200jobcards:icreate.png|}} Generates an Invoice for the Job. If the option 'Archive Invoice' is enabled in the [[:5000manual:5800utilities:5802setup:5815invoices|Setup]], the invoice will be saved to a PDF and attached to the job on the [[:5000manual:5200jobcards:5240documents|Documents]] tab (the default invoice report specified in [[:5000manual:5750reports:5766debtors|Debtors Reports]] will be used). **Note**: A job cannot be invoiced if the Quote checkbox is ticked, or if a Billing Customer is not specified on the [[:5000manual:5200jobcards:5205customer|Customer tab]].+{{:5000manual:5200jobcards:create_invoice686.png|}} Generates an Invoice for the Job. If the option 'Archive Invoice' is enabled in the [[:5000manual:5800utilities:5802setup:5815invoices|Setup]], the invoice will be saved to a PDF and attached to the job on the [[:5000manual:5200jobcards:5240documents|Documents]] tab (the default invoice report specified in [[:5000manual:5750reports:5766debtors|Debtors Reports]] will be used). **Note**: A job cannot be invoiced if the Quote checkbox is ticked, or if a Billing Customer is not specified on the [[:5000manual:5200jobcards:5205customer|Customer tab]].
  
-{{:5000manual:5200jobcards:iprint.png|}} Prints the Invoice. You can select which Invoice template to use, and choose whether to send it to a printer, file, or Email address. Multiple copies of invoices can be printed from job cards, with the first copy as the "Customer Copy" and the ones thereafter as the "Office Copy". The number of copies to print is configured in the [[:5000manual:5800utilities:5802setup:5815invoices|Invoices Setup]] screen under the No. Individual Copies field. **Hint**: Batch printing of invoices can be done from the [[:5000manual:5750reports:5766debtors|Debtors Reports]] module.+{{:5000manual:5200jobcards:print_invoice686.png|}} Prints the Invoice. You can select which Invoice template to use, and choose whether to send it to a printer, file, or Email address. Multiple copies of invoices can be printed from job cards, with the first copy as the "Customer Copy" and the ones thereafter as the "Office Copy". The number of copies to print is configured in the [[:5000manual:5800utilities:5802setup:5815invoices|Invoices Setup]] screen under the No. Individual Copies field. **Hint**: Batch printing of invoices can be done from the [[:5000manual:5750reports:5766debtors|Debtors Reports]] module.
  
-{{:5000manual:5200jobcards:ireceipt.png|}} Brings up the [[:5000manual:5650cash_receipts:5650cash_receipts|Cash Receipts]] module which displays all payments already made against the job, and allows new payments to be created.+{{:5000manual:5200jobcards:receipts686.png|}} Brings up the [[:5000manual:5650cash_receipts:5650cash_receipts|Cash Receipts]] module which displays all payments already made against the job, and allows new payments to be created.
  
-{{:5000manual:5200jobcards:idelete.png|}} Deletes the current Invoice for this job. **Note**: Associated cash receipts will not be deleted. To recreate an invoice with the same Invoice number, ensure manual invoice numbering is enabled in [[:5000manual:5800utilities:5802setup:5815invoices|Invoice Setup]].+{{:5000manual:5200jobcards:delete_invoice686.png|}} Deletes the current Invoice for this job. **Note**: Associated cash receipts will not be deleted. To recreate an invoice with the same Invoice number, ensure manual invoice numbering is enabled in [[:5000manual:5800utilities:5802setup:5815invoices|Invoice Setup]].
  
-{{:5000manual:5200jobcards:idelivery.png|}} Allows you to print delivery dockets and dispatch label for parts used on this job. See the [[:5000manual:5200jobcards:5215equipment#Delivery Dockets|Dispatch Job]] screen for more info.+{{:5000manual:5200jobcards:dispatch686.png|}} Allows you to print delivery dockets and dispatch label for parts used on this job. See the [[:5000manual:5200jobcards:5215equipment#Delivery Dockets|Dispatch Job]] screen for more info.
  \\ \\  \\ \\
 ^**Labour**^ ^**Labour**^
Line 133: Line 133:
 1. On Jobs you’d like to do Consolidated Invoicing for, change the Invoice Type on the Invoicing tab of the Job Card to ‘Consolidate’. 1. On Jobs you’d like to do Consolidated Invoicing for, change the Invoice Type on the Invoicing tab of the Job Card to ‘Consolidate’.
  
-{{ :5000manual:5200jobcards:ci1.png?400 |}}+{{ :5000manual:5200jobcards:consolidate686.png?600  |}}
  
 The Job must be completed (by either clicking the 1. Complete button or entering a Completed Date in the Invoicing tab of the Job) but not already be invoiced to be included in a Consolidated Invoice.  The Job must be completed (by either clicking the 1. Complete button or entering a Completed Date in the Invoicing tab of the Job) but not already be invoiced to be included in a Consolidated Invoice. 
Line 139: Line 139:
 2. To invoice the Jobs marked as Consolidated, go to Actions > Contacts. 2. To invoice the Jobs marked as Consolidated, go to Actions > Contacts.
  
-{{ :5000manual:5200jobcards:ci2.png?400 |}}+{{ :5000manual:5200jobcards:customer686_conildate.png?600  |}}
  
 3. Type in the name of the Customer you’d like to create the Invoice for, or use the Search to bring up their Contacts card. 3. Type in the name of the Customer you’d like to create the Invoice for, or use the Search to bring up their Contacts card.
Line 180: Line 180:
 Click Print Invoice. Click Print Invoice.
  
-{{ :5000manual:5200jobcards:ci9.png?100 |}}+{{ :5000manual:5200jobcards:print_invoice1.png  |}}
  
-{{ :5000manual:5200jobcards:c199.png?300 |}}+{{ :5000manual:5200jobcards:print_invoice.png?400  |}}
  
 From the drop down menu, select “Invoice –Consolidated”. From the drop down menu, select “Invoice –Consolidated”.