Invoice creation and invoice editing form

Eugene Kuchynski — Mon, 26 Apr 2021 10:53:50 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 4/26/2021 10:53:50 AM

After setting up invoicing settings, e-mails, default terms we can start to prepare invoices.

There are a number of ways to prepare invoices.

Invoice creation from list of jobs

To automatically prepare an invoice, open Translation jobs list. Select necessary jobs and click Create invoice. In a result a new invoice form will be opened with pre-filled data from selected jobs.

Note. The selected jobs must belong to one customer and have one common currency (you have to repeat invoice creation operation for all existing customer/currency pairs when creating invoices in a such way).

A new invoice will be created, and you will see some details of the included jobs:

The program generates next invoice number based on the program settings, automatically selects Client, Currency and Payment method. Program also automatically detects Payment term on the base of a customer's settings. Do not forget to check if a term was detected correctly.

Invoice status field determines invoice state. It can be Proforma, Created, Sent, Approved, Partially paid, Paid, Partially rejected and Rejected. If you enabled invoice protection in the invoice settings, then it won't be possible to edit or delete an invoice if it's status differs from Proforma or Created.

Each row in the Invoice items table is linked with a job. It allows to track invoiced and uninvoiced amounts for each job. This means that you can create multiple invoices over a single job (for example, for long jobs which require partial invoicing). However, it is not necessary to link each invoice row with any job.

You can manually add new rows to the Invoice details table and leave Job column empty. In this case you can manually provide description and amount for a service included in an invoice. This could be additional expenses or special corrections. If you wish to charge your customer with additional expenses linked with some activity (provided that this expense is entered in the Expenses table).

You can use Add expense button above this table to add an expenses from the list of expenses. Popup window will be opened, allowing you to select necessary expense(s). Select OK and selected expense will be added to an invoice.

In the same manner, you can click Add job(s) button to add uninvoiced jobs for a selected customer.

To understand if invoice item is linked with a job or not, take a note on the Job column.

In the example below, Invoice items table contains information about 3 jobs (Description column is populated in the base of the Job name field) and 1 additional expense:

The Job contents column shows a source of job amount and a number of included rows (job tasks or job receivables). This number corresponds to a number of rows per each job which will be actually printed in the generated invoice. To preview these rows, switch to the Rows to print tab:

Here you can see detailed information about each job included in an invoice. And now it shows 6 rows, not 4 rows. Because jobs have multiple tasks. Job group column helps to find out corresponding row in the Invoice items table.

Please remember this concept: you may add multiple jobs to an invoice, and each job may have multiple tasks/receivables. Because of this, Invoice items table shows only total amounts of each job, while Rows to print table shows full breakdown with services an prices.

Sort column in the table is used to sort invoice rows in the invoice printing form.

Partial factor column allow to issue partial invoices. Here you specify percentage of the total job's amount which must be included in an invoice. In this case corresponding jobs will be marked as Partially-invoiced. Quantity and Amount values will be decreased correspondingly. To see how this feature works, try to change a factor and then switch to the Rows to print tab to see that Quantity and Amount were correspondingly decreased. If a customer uses few currencies to estimate jobs, then it's needed to issue separate invoice for each currency.

Before saving an invoice, make necessary corrections: edit Description and Notes fields in the Invoice details table. Select taxes and discounts when needed, and check final amount. Taxes may be filled automatically if Default tax 1, Default tax 2 and Default tax 3 fields are filled for a selected customer (or if corresponding fields are filled in general application settings). Of course, you can change taxes selected by default or simply clear them.

Currency rate field contains a button to apply this rate to all jobs included in the invoice. This allows to recalculate amount in base currency in all jobs using one single currency rate. In the result, total sum of jobs expressed in the base currency will equal to the invoice amount in the base currency.

Select Save or Save and close button to save an invoice. In a result, included jobs will be marked as Invoiced.

Invoice creation on the base of invoicing threshold

Another way to automatically prepare an invoice is to set invoicing threshold for the customer.

When jobs amount will reach this threshold, you will see a notification on the dashboard (Ready to invoice widget) that it is possible to create an invoice.

Click Create in any row and you will be switched to the invoice creation form with all uninvoiced jobs included for the particular client. When you double click on any row, default invoice editing form will be opened, where you can make final edits of a created invoice.

You can also click Preview button, to understand which jobs will be included in a created invoice.

Tags: documents, Invoice

Invoice creation and invoice editing form

Eugene Kuchynski — Thu, 22 Apr 2021 12:07:50 GMT

Revision 5 posted to Wiki by Eugene Kuchynski on 4/22/2021 12:07:50 PM

After setting up invoicing settings, e-mails, default terms we can start to prepare invoices.

There are a number of ways to prepare invoices.

Invoice creation from list of jobs

A new invoice will be created, and you will see some details of the included jobs:

In the same manner, you can click Add job(s) button to add uninvoiced jobs for a selected customer.

To understand if invoice item is linked with a job or not, take a note on the Job column.

In the example below, Invoice items table contains information about 3 jobs (Description column is populated in the base of the Job name field) and 1 additional expense:

Sort column in the table is used to sort invoice rows in the invoice printing form.

Select Save or Save and close button to save an invoice. In a result, included jobs will be marked as Invoiced.

Invoice creation on the base of invoicing threshold

You can also click Preview button, to understand which jobs will be included in a created invoice.

Tags: documents, Invoice

Invoice creation and invoice editing form

Eugene Kuchynski — Mon, 09 Dec 2019 05:57:26 GMT

Revision 4 posted to Wiki by Eugene Kuchynski on 12/9/2019 5:57:26 AM

After setting up invoicing settings, e-mails, default terms we can start to prepare invoices.

There are a number of ways to prepare invoices.

Invoice creation from list of jobs

A new invoice will be created, and you will see some details of the included jobs:

The program generates next invoice number based on the program settings, automatically selects Customer, Currency and Payment method. Program also automatically detects Payment term on the base of a customer's settings. Do not forget to check if a term was detected correctly.

Each row in Invoice details table is linked with a job. It allows to track invoiced and uninvoiced amounts for each job. This means that you can create multiple invoices over a single job (for example, for long jobs which require partial invoicing). However, it is not necessary to link each invoice row with any job.

In the same manner, you can click Add job(s) button to add uninvoiced jobs for a selected customer.

To understand if invoice item is linked with a job or not, see first column in the table:

In the example above, Invoice details table contains information about 2 selected jobs (Description column is populated in the base of the Job name field). The Job contents column shows a source of job amount and a number of included rows (job tasks or job receivables). This number corresponds to a number of rows per each job which will be actually printed in the generated invoice. To preview these rows, switch to the Rows to print tab:

Here you can see detailed information about each job included in an invoice. And now it shows 4 rows, not 2 rows. This is because each of included jobs contains 2 tasks. So, in total we get 4 rows for printing in an actual invoice. Job group column helps to find out corresponding row in the Invoice details table.

Please remember this concept: you may add multiple jobs to an invoice, and each job may have multiple tasks/receivables. Because of this, Invoice details table shows only total amounts of each job, while Rows to print table shows full breakdown with services an prices.

Sort column in the table is used to sort invoice rows in the invoice printing form. You can use Move Up and Move down buttons on the toolbar to change the order. Alternatively, you can manually type sort order in the corresponding cell.

Select Save or Save and close button to save an invoice. In a result, included jobs will be marked as Invoiced.

When you create invoice for the first time, short interactive tutorial will show main elements on the invoice editing form:

To manually open this tutorial later, select Show hints button on the ribbon.

Invoice creation on the base of invoicing threshold

Another way to automatically prepare an invoice is to set invoicing threshold for the customer.

When jobs amount will reach this threshold, you will see a notification on the dashboard (Ready to invoice widget) that it is possible to create an invoice.

Double click on it and you will be switched to the invoice creation form with all uninvoiced jobs included for the particular client. When you double click on any row, default invoice editing form will be opened, where you can make final edits of a created invoice.

Tags: documents, Invoice

Invoice creation and invoice editing form

Paul — Fri, 13 Sep 2019 08:48:25 GMT

Revision 3 posted to Wiki by Paul on 9/13/2019 8:48:25 AM

After setting up invoicing settings, e-mails, default terms we can start to prepare invoices.

There are a number of ways to prepare invoices.

Invoice creation from list of jobs

A new invoice will be created, and you will see some details of the included jobs:

In the same manner, you can click Add job(s) button to add uninvoiced jobs for a selected customer.

To understand if invoice item is linked with a job or not, see first column in the table:

Please remember this concept: you may add multiple jobs to an invoice, and each job may have multiple tasks/receivables. Because of this, Invoice details table shows only total amounts of each job, while Rows to print table shows full breakdown with services an prices.

Select Save or Save and close button to save an invoice. In a result, included jobs will be marked as Invoiced.

When you create invoice for the first time, short interactive tutorial will show main elements on the invoice editing form:

To manually open this tutorial later, select Show hints button on the ribbon.

Invoice creation on the base of invoicing threshold

Another way to automatically prepare an invoice is to set invoicing threshold for the customer.

When jobs amount will reach this threshold, you will see a notification on the dashboard (Ready to invoice widget) that it is possible to create an invoice.

Double click on it and you will be switched to the invoice creation form with all uninvoiced jobs included for the particular client. When you double click on any row, default invoice editing form will be opened, where you can make final edits of a created invoice.

Tags: documents, Invoice

Invoice creation and invoice editing form

Eugene Kuchynski — Mon, 15 Jul 2019 12:56:04 GMT

Revision 2 posted to Wiki by Eugene Kuchynski on 7/15/2019 12:56:04 PM

After setting up invoicing settings, e-mails, default terms we can start to prepare invoices.

There are a number of ways to prepare invoices.

Invoice creation from list of jobs

A new invoice will be created, and you will see some details of the included jobs:

In the same manner, you can click Add job(s) button to add uninvoiced jobs for a selected customer.

To understand if invoice item is linked with a job or not, see first column in the table:

Select Save or Save and close button to save an invoice. In a result, included jobs will be marked as Invoiced.

When you create invoice for the first time, short interactive tutorial will show main elements on the invoice editing form:

To manually open this tutorial later, select Show hints button on the ribbon.

Invoice creation on the base of invoicing threshold

Another way to automatically prepare an invoice is to set invoicing threshold for the customer.

When jobs amount will reach this threshold, you will see a notification on the dashboard (Ready to invoice widget) that it is possible to create an invoice.

Double click on it and you will be switched to the invoice creation form with all uninvoiced jobs included for the particular client. When you double click on any row, default invoice editing form will be opened, where you can make final edits of a created invoice.

Tags: documents, Invoice

Invoice creation

Eugene Kuchynski — Mon, 15 Jul 2019 09:32:41 GMT

Revision 1 posted to Wiki by Eugene Kuchynski on 7/15/2019 9:32:41 AM

After setting up invoicing settings, e-mails, default terms we can start to prepare invoices.

There are a number of ways to prepare invoices.

Invoice creation from list of jobs

A new invoice will be created, and you will see some details of the included jobs:

In the same manner, you can click Add job(s) button to add uninvoiced jobs for a selected customer.

Before saving an invoice, make necessary corrections: edit Description and Notes fields in the Invoice details table. Select taxes and discounts when needed, and check final amount. Tax field may be filled automatically if Default tax 1, Default tax 2 and Default tax 3 fields are filled for a selected customer (or if corresponding fields are filled in general application settings).

Select Save or Save and close button to save an invoice. In a result, included jobs will be marked as Invoiced.

When you create invoice for the first time, short interactive tutorial will show main elements on the invoice editing form:

To manually open this tutorial later, select Show hints button on the ribbon.

Tags: documents, Invoice