Add New Invoice (Fixed Price)

invoice-1-test Add New Invoice (Fixed Price)
  1. To add a new invoice for an active job, select the client or job name from the drop down menu.
  2. To create an invoice for multiple jobs using the same client, or to create a new invoice from scratch, click the here link.
Invoice-2-1 Add New Invoice (Fixed Price)
Invoice-3-1 Add New Invoice (Fixed Price)

By selecting the job you are invoicing for you will arrive at this screen:

  1. Job Total Value: Total contract value for the job, calculated by adding the contract value of all items for the job.
  2. Previously Invoiced: Amount that you invoiced from this job previous to right now.
  3. This Invoice: Amount that you are invoicing right now, calculated by adding the values you enter below in 8d, 9d, 10a or 11a.
  4. Select Invoicing Method: This is where you are able to select the method you will use to invoice your client. Each method is described below in 8-11.
  5. Display More Options: Allows you to customize your invoice a little more. Only available when invoicing for each line item (Method #1 & #2).

7a. Include line item description: Selecting this will bring in each line item description to the invoice.

7b. Include bill of materials from contract (when applicable): Selecting this will include the bill of materials from the contract in your invoice.

7c. Exclude percent complete in description: Selecting this will hide the percent complete for each line item in the description.

7d. Apply the same percentage to all the included items: Only available when selecting Method #1 – this allows you to invoice for the same percentage in all items, but allows you to edit each item’s percentage before selecting confirm.

Invoice-4-1 Add New Invoice (Fixed Price)

8. Method #1: Invoice percentage of progress (%) for each line item: This method lets you choose how much percentage you would like to invoice on a case by case basis per line item.

8a. Remaining Items: In this column you can find each item that you have not yet fully invoiced the client for.

8b. Contract Value: Total contract value for the item.

8c. Previously Invoiced: Amount-to-date that you have invoiced for previous to this invoice.

8d. % Complete to This Point: The percent of the job that has been completed and is now ready to be invoiced for (including work that has been previously invoiced).

8e. ->: Clicking here will indicate that this item is completed and should be invoiced for 100%.

8f. X: Clicking here will deselect and hide this item from the invoice – no activity will take place with this item. 

8g. [TIP]: This is indicating for any items that you do not want to include in the invoice you should leave them blank in 8d or completely hide the item by deselecting them in 8f.

Invoice-5 Add New Invoice (Fixed Price)

9. Method #2: Invoice certain amount ($) for each line itemThis method lets you choose how much you would like to invoice on a case by case basis per line item

9a. Remaining Items: In this column you can find each item that you have not yet fully invoiced the client for.

9b. Contract Value: Total contract value for the item.

9c. Remaining Value: Amount-to-date that has not yet been invoiced for.

9d. $ To Be Invoiced Now: The amount of money that you are invoicing your client right now for that particular item.

9e. ->: Clicking here will indicate that this item is completed and should be invoiced for the remaining value.

9f. X: Clicking here will deselect and hide this item from the invoice – no activity will take place with this item.

9g. [TIP]: This is indicating for any items that you do not want to include in the invoice you should leave them blank in Remaining Value (9d) or completely hide the item by deselecting them in 9f.

Invoice-6 Add New Invoice (Fixed Price)

10. Method #3: Invoice percentage of progress (%) for the entire job and change orders separately: This method allows you to invoice a percentage of progress for the entire job

10a. %: Enter the percentage of progress you would like to invoice on the entire job in this box

10b. Click to set to balance: This is will invoice for the remainder of the balance for the entire job.

Invoice-7 Add New Invoice (Fixed Price)

11. Method #4: Invoice certain amount ($) for the entire job and change orders separately: This method allows you to invoice a certain amount for the entire job

11a. $: Enter the dollar amount of progress you would like to invoice on the entire job in this box

11b. Click to set to balance: This is will invoice for the remainder of the balance for the entire job.