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There are three ways of adding a Tax invoice:


  • From a Cost Sheet

    Creating a Tax invoice from the Cost Sheet is best practice.  It links the work types and the costs that are billed together.  This provides accurate reporting.


  • From the Job bag

    Creating a Tax invoice from the Job Bag will link all CEs that have been created for this Job to the Invoice.  

    This is most useful if you want to create one invoice for multiple CEs on the Job Bag. Work types created on each CE will be loaded onto the invoice, which might be confusing for the client.


  • From the Add New button on the Ribbon

    Creating a Tax invoice from the Add New button will create an invoice form without any work types (line items). 

    This is not ideal for most agencies, as they need to keep track of what they billed a client for, and the costs that they incurred.  

    This Invoice can be used when the retainer agreement requires either a monthly invoice or a once off invoice for the year ahead.  Finance would create the invoice from the Retainer Job bag directly from the Add New screen.


Find out how to:

Step-by-step guide




  1. Open the Job Bag that you want to raise an Invoice from.

     Adding a Tax invoice from the Cost Sheet

    Here's a visual demonstration for adding a Tax Invoice from the Cost Sheet


    1. Navigate to the Cost Estimate from which the Tax Invoice will be created. Click the Shortcut Menu button on the Toolbar and select Invoice.



    2. On the Create Invoice dialog, click on the drop down arrow on the first field, and select from a list of billing options.

      There are 5 options for populating the Tax Invoice values. These options can be accessed with unique shortcut letters. The options are:

      M - Bill amount manually - sets values to zero and allows you to enter an amount to bill.

      F - Bill the Full/Outstanding Value of the Cost Estimate - enters the full remaining amount to be billed. This is the default billing option when creating new Tax Invoices.

      5 - Bill 50% of the Cost Estimate - populates 50% of the total Cost Estimate value.

      O - Bill other % of the Cost Estimate - allows you to enter a percentage of the Cost Estimate to be billed (e.g. 25%, or 75%).

      A - Bill using marked-up Actual Costs incurred for the Estimate - populates the marked-up actual cost from Supplier Invoices (Act Cost + Mkup) for external work types.

    3. Enter the Customer’s purchase order number, if one was provided, in the Order No field.

    4. Click the Calendar button on the Date field and select the required date, or accept the automatically inserted current date.

      You can check the Create as Draft checkbox if you want to edit the Invoice after creation. If you leave the checkbox unchecked the Invoice will be Issued immediately after creation.
    5. In this example, Create as Draft was checked.

      The lines from the Cost Estimate appear in the details list of the screen. The costs of the Cost Estimate being billed are broken down to the right of each line item.

      You can select which Work types you want to bill for by unchecking the checkbox next to each Work type.

    6. To create the Invoice, click the Create button.



      The Tax Invoice screen is opened from where you can complete the document. You will notice that information from the Job Bag populates in the Client, Product, and Category field.

      To complete this process follow on from step 2 below.





     Adding a Tax invoice from the Job Bag

    Here's a visual demonstration for adding a Tax Invoice from the Job Bag


    1. Click the Shortcut Menu button on the Toolbar and select Invoice.



      The Create Invoice dialog appears.

      The Doc No column displays the CE number that each work type belongs to.
    2. Click the drop down arrow in the first field and select how the items will be billed.

      There are 6 options for populating the Tax Invoice values when created from the Job. These options can be accessed with unique shortcut letters. The options are:

      M - Bill amount Manually - sets values to zero and allows you to enter an amount to bill for all Cost Estimates on the Job.

      F - Bill the Full /Outstanding Value of the Cost Estimate on the Job enters the full remaining amount to be billed for all Cost Estimates on the Job. This is the default billing option when creating new Tax Invoices.

      5 - Bill 50% of the Cost Estimate on the Job - populates 50% of the total value of each Cost Estimate on the Job.

      O - Bill Other % of the Cost Estimate on the Job - allows you to enter a percentage for all Job Cost Estimates to be billed (e.g. 25%, or 75%).

      A - Bill using marked-up Actual Costs incurred for this Job - populates the marked-up actual cost from Supplier Invoices (Act Cost + Mkup) for external work types on all Cost Estimates.

      C - Bill to marked-up Ordered Costs for this Estimate - populates the marked-up ordered cost from Purchase Orders (Ord Cost + Mkup) for external work types on all Cost Estimates.

    3. Tick the checkbox to the left of the work types that you want to include on this Tax Invoice and enter the Customer’s PO number, if one was provided, in the Order No field.

    4. To create the Invoice, click the Create button.



      The Tax Invoice screen is opened from where you can complete the document. You will notice that information from the Job Bag populates in the Client, Product, and Category field.

      To complete this process follow on from step 2 below.


     Adding a Tax invoice from the Add New button

    Here's a visual demonstration for adding a Tax Invoice from the Add New button


    1. Click the Add New button on the Ribbon. On the Add New dialog under the Document Types section, select the Invoice button and click the Create button.



    2. The Invoice Billed Date dialog appears, enter the required date in the Billed Date field.

      The current date appears in the Billed Date field.  You can accept the automatically inserted current date, or click the Calendar button on the field to select the desired date.
    3. Click the Submit button.



      The Tax Invoice screen is opened from where you can complete the document. You will notice that information from the Job Bag populates in the Client, Product, and Category field.


    4. Enter all Work types to be billed by clicking the Add Line and select the relevant work type.



    5. To complete this process follow on from step 2 below.

  2. Complete all the necessary information on the Tax Invoice form.  
    1. Enter the client's physical address in the Delivery Address field.
    2. Edit the notes in the Details field, if required. If the Invoice was created from a CE the Details field will display notes from the CE.    
  3. Click the drop down arrow on the Status field and select Issued from the list that appears.

    Notice that once the status is changed out of Draft, certain fields become inactive and the work types section is greyed out. These fields are uneditable at this stage. 

  4. Click the Save button on the Toolbar to make sure the new status and all changes are saved.