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cost sheet
cost sheet
Adding a Tax invoice from the Cost Sheet


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

Image Added


  1. Open the Cost Estimate from which the Tax Invoice will be created.
  2. Click the Shortcut Menu button on the Toolbar.



  3. Select Invoice from the list that appears.



    The Create Invoice dialog appears.  

  4. Click on the drop down arrow on the first field, and select from a list of billing options.

    Info

    By default, new Tax Invoices are created with billing option F – Bill the Full / Outstanding Value of the Cost Estimate.  


    In this example, 5 – Bill 50% of the cost estimate was selected.



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



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

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



    Info

    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.

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



    The Tax Invoicescreen is opened from where you can complete the document.

    Notice that information from the Job Bag populates in the Client, Product, and Category field. 




  9. Complete all the necessary information on the Tax Invoice form.  
    1. Click the drop down arrow on the Attention field, and select the contact to whom the invoice will be sent.
    2. Enter the client's physical address in the Delivery Address field.
    3. Edit the notes in the Details field, if required.  These notes are from the CE.    
  10. Click the drop down arrow on the Status field and select Issued from the list that appears.

    Info

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

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


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add new
add new
Adding a Tax invoice from the Add New button


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

Image Added


  1. Open the Job that you want to create a Tax Invoice for.
  2. Click the Add New button on the Ribbon.



    The Add New dialog appears.  

  3. Under the Document Types section, select the Invoice button.



    Info

    You can also double-click the Client button to open the Client Details form.

  4. Click the Create button to create the Invoice.

    The Invoice Billed Date dialog appears. 



  5. Enter the required date in the Billed Date field.

    Info

    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.


  6. Click the Submit button.

    The Tax invoice screen appears. 



    Info

    To inspect the job from which the Tax Invoice was created, click the Job button in the Go To field.  

    Notice that information from the Job Bag, and the Client's details, populate on some of these fields i.e. ClientProductAttentionCategory, and Teams. To select a different Client, Product, Contact person, or Teams you can click the field’s drop down arrow and select from a list of options.

  7. Complete all the necessary information on the Tax Invoice form.  
    1. Enter the address that will be used for the printed invoice in the Delivery Address field.
    2. Add notes for the invoice in the Details field.  
    3. Enter the billing date in the Billed field.  Chase inserts the date on which the Tax Invoice is created. To select a different billing date, you can click the Calendar button and select the desired date from the Calendar window that pops up. 
    4. Enter the order number in the Order No field, if one was provided by the client. 

  8. Click the Add Line button to add work types and costs to be billed.



    An empty line is added.
     
  9. To indicate the type of work to be carried out, click the drop down arrow in the WorkType field.



  10. Select from a list of Work types. 

    In this example, DTP was selected.

    Info

    Notice that the Units and Est Cost fields are greyed out. This means that you are unable to edit these fields.

  11. Enter the amount to charge the Client, in the Amount field.



  12. Click the drop down arrow on the Status field and select Issued.



    Info

    Notice that once you change the Status of the Invoice, the work types section is greyed out and you are unable to edit them. 

  13. Once satisfied with your changes, click the Save button on the Toolbar.



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Anchor
job bag
job bag
Adding a Tax invoice from the Job Bag


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

Image Added


  1. Open the Job Bag that you want to create the Invoice from.
  2. Click

    the

    the Shortcut Menu button on the Toolbar and select Invoice.

    Image Removed


    Select Invoice from the list that appears.
    Image Removed
    The Image Added

    The Create Invoice dialog appears.  
    Image Removed

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

    Info
    By default, new new Tax Invoices are created with billing option F – Bill the Full / Outstanding Value of the Cost Estimate.


    For this example, Bill 50% of the Cost Estimate on the Job was selected.

    Image Added


  4. Tick the checkbox to the left of the work types that you want to include on this Tax Invoice.  Image Removed

  5. Enter the Customer’s PO number, if one was provided, in the the OrderNo field.
    Image Removed
    Tick the
    Image Added

  6. Select if you want to edit the invoice after creation or create it in an Issued status.

    Info
    Tick the Create as Draft checkbox to allow the Invoice to be edited after creation. 
    To allow the Invoice to be actioned immediately after creation, leave the Create as Draft checkbox unchecked.Image Removed
    If unchecked then the Invoice will create in an Issued status and cannot be edited.

    For this example, Create as Draft checkbox was selected.


    Image Added

  7. To create the Invoice, click

    the

    the Create button.

    Image Removed


    Image Added

    The Tax Invoice screen is opened from where you can complete the document.

    Info
    Notice that the CE No field shows a Job number instead of the CE from which all the Work types were selected.
  8. Complete all the necessary information on the Tax Invoice form.  
    1. Enter the client's physical address in the Delivery Address field.
    2. Indicate the purpose of the Tax Invoice in the Details field. 
  9. Click on the drop down arrow on the the Status field  field and select select Issued.
    Image Removed
    Image Added


  10. Click the Save button on the Toolbar.
    Image Removed
    Notice that the CE No field shows a Job number instead of the CE from which all the Work types were selected.

    Image Added


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