Watch a short video on how to create invoices based on work orders. If you prefer a text guide, it is available further down on the page.
General
Invoicing for work orders is done from the Work Orders module. This mainly applies to you who works with in service or has divided a project into several activities/parts in the work order module.
Using filters, you can easily find the work orders you want to invoice, for example when ones that are marked as "Completed"
If selected work orders have the same customer, you can create a consolidated invoice with multiple work orders. Otherwise, create one invoice per work order.
Click on the "Create Invoice" icon and then choose relevant invoice options.
Period Filter
If the invoice should only include a specific time period, select the Period Filter option and specify the period.
Tip! Always enter only "To" to ensure any additional, older entries are always included, preventing the risk of missing invoicing.
Tax Reduction Type
If any type of tax reduction should be applied, enter it here along with the type of work it concerns.
Settings
Specify what you want to include on the invoice, such as markup and codes to hide. Check "Contractor VAT" if the invoice involves reverse charge, or "No VAT" if the entire invoice is VAT-free.
Tip! If you choose "Mark work orders completed," the work order is closed at the same time the invoice base is created, and it cannot be reported on again. Using statuses on work orders, such as Ordered, In Progress, Completed, and Closed, creates order and clarity, especially in projects with many orders.
Supplier Invoices
Specify whether supplier invoices should be included in supplier invoices and how they should be presented.
Booked Hours
Specify if hours should be included in the invoice and how they should be presented.
Order Lines
Specify if order lines should be included in the invoice and how they should be presented.
When you press Save, the invoice is created in the Invoice module, and you can manually adjust it. In the Invoice Lines tab, you can make any necessary corrections without affecting the reported data. For more details on current invoicing, refer to the section "Invoice Ongoing Projects."