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1 Creating a Sales Credit Note

Issue/Requirement: A Credit Note is required to be supplied to a client Solution: Sales Credit Notes are generated in the same area as sales invoices. If you wish to make a credit note to balance an already existing invoice, you can highlight the invoice…

2 Credit notes - unable to approve or make real

Issue: Error when trying to make a credit note real 'value needs to be zero or greater' Resolution: When you raise a credit note, you do not need to make the amount a negative value. Bookkeeping requires positive values - the very fact that it is a credit…

3 Error on invoice that’s been made real

Issue: An invoice has been made real and now some mistakes have been noticed Resolution: With the exception of notes and tick off, amendments cannot be made to an invoice that has been made real. A credit note will need to be raised to cancel out the original…

4 How to create a VAT only invoice

Issue: An invoice has been generated using the wrong VAT rate, or for the wrong VAT amount. Resolution: Two options for sales invoices: 1. The simplest solution is to credit the invoice and recreate it. The easiest way to create a credit note, that is to…

5 How to create an invoice using a mixture of quoted figures and actual costs.

Issue: An invoice needs to be created that is normally built from the quote (which itself is built from the estimated costs), but actual costs need to be added to this Resolution: Whilst this is not directly possible, you can create a quote which is a mixture…

6 How to write off / final invoice a job in which no more invoices need raising

Issue: A job needs closing but there are no [more] invoices to raise. It may also be the case that an invoice was made real without [accidentally] being final Resolution: You need to generate a write off from the job header: Financial tab Invoices Actions…

7 Invoice Alert Process

Issue/Requirement: The 'alerts during invoice approval process' has been selected in the following area: Tools & settings Company settings Double click on company Alerts tab Penultimate check box Summary: Invoice marked as ready for approval – all users…

8 Job/phase allocations error when making an invoice real

Issue: Unable to make invoice real and getting the following message: Job/phase allocations do not match invoice total Cause: When creating an invoice that has more than one phase associated to it (be that over one job or multiple) the system needs to know…

9 Multi-Job/Project Invoicing

Issue/Requirement: Aclient has requested one invoice for several jobs or a project rather than one per job Solution: It is possible to invoice multiple jobs/phases on one invoice as long as they are for the same client. This can be done from the following…

10 Re-open a closed job. Job final invoiced / closed by mistake. Unable to post late costs (such as time) to a closed job.

Issue: Unable to post costs to a closed job as final invoice was raised in error Resolution: Once you have created a final invoice and closed the existing phase(s) of a job, phases cannot be reopened. A new phase, however, can be created on the job, and the…

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