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Client invoices are referred to as tax invoices.  This is an invoice issued by a seller to a buyer, describing the payment terms, billing date and discount where necessary.

It is not advisable to create a Tax Invoice without the approval of the client.


 Screen layout

Create Invoice screen

In the field in the top left of the dialog, there are 5 options for creating an Invoice with standard amounts.  These options are provided with shortcut keys to help you to quickly access them.  The options are:

  • M - Bill amount manually
  • F - Bill the Full/Outstanding Value of the Cost Estimate
  • 5 - Bill 50% of the cost estimate
  • O - Bill other % of the cost estimate
  • A - Bill using marked-up actual costs incurred for the estimate

Tax Invoice form


 Field Help

Create Invoice screen

Field Name

Description

Order No

Enter the Customer’s purchase order number if one was provided.

Date

The date the Invoice was created.

Item

Items to be billed.

To be Billed

The difference between Billed to Date and Estimated.

Billed to Date

Portion of CE that has already been billed.

Estimated

Estimated billed amount from the CE.

Act Cost + Mkup

The Actual Cost associated with the CE i.e the related supplier cost (+Markup) for the CE item.

Est Cost

Estimated cost of the related CE item.

Act Cost

The Actual Cost associated with the CE item.

%Mkup

Percentage Markup set on the related CE item.

Take Across Details

If checked, it will take across the text set in the details field of the CE to the Invoice.

Take Across Worktype Notes

If checked, it will take across the Worktype notes of the CE to the Invoice.

Create As Draft

If checked, the Invoice will be created in a Draft Status. If not checked the Invoice will be created in an Issued Status (non-editable status).

Tax Invoice form

Field Name

Description

Got ToLink to related job bag and CE.

Client

Details of the client being billed.

Product


The product being worked on.

Client's Code


Can be used as a cost center code.

Attention


This is the contact at the Client who will be receiving the invoice.

Description


This can be used to name the document e.g. Invoice for printing of shirts.

Delivery Address


 The destination address for invoices.

Details


Allows for a brief explanation of what is being billed below.

Billed


The Billed date assigned to the invoice upon creation.

Payment Date

Populates when the invoice is marked as billed.

Order NoOrder number provided by the client.
StatusStatus of the document.
CategoryCategory of the job which pulls through from the job bag.
CE NoRelated CE number the invoice was created from.
IssuerName of the person who created the invoice.
TermsPayment terms for that Client.
Export DatePopulates when exported from Chase to the relevant accounting package.
Add Line buttonAllows users to add an additional line item to the invoice.
Work TypeWork type column where work types/list of services pull through from the CE.
Business UnitProfit centres or revenue streams within the Agency.
%Mkup%Mkup is the % markup added to the cost from the Cost Sheet.
UnitsThe quantity sold to the Client which pulls through from the CE.
Est CostPopulates when there is an external markup allocated to the Work type from the CE.
Tax FreeWhen selected, no tax will be calculated for that specific line item.
AmountThe final amount after markup is billed to the Client.
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