Create Invoice Draft

1. Click on the project you intend to invoice.

    

2. Navigate to the Invoice module.

    

   

3. Click on "New."

   

    

4. In the displayed dialog:

   1. Enter a descriptive invoice title, e.g., "Fixed Price Cooling Room 45."

   2. Choose "Manual Invoice."

   3. Click "Save."

       

5. Acknowledge the message confirming the creation of a new invoice.

    

6. Create an empty invoice line by clicking on "New Entry."

   

    

7. Register the invoice line details:

   1. Description: Provide a brief, descriptive text. For more extensive details, use the "Invoice – General" tab.

   2. Account Number: Specify a relevant expense account from the list to automatically calculate VAT.

   3. Unit: st (piece)

   4. Quantity: 1

   5. Price/Unit: Enter the agreed fixed price.

       

8. Click "Save."

   

    

9. To add additional details about the project work, use the "Invoice – General" tab.

   

    

10. Review the invoice by clicking "Print."

     

11. If you prefer not to display markups on the customer's invoice, hide them (see 'Hide Markups on Invoice').

     

12. Once satisfied, lock the invoice by checking "Locked."

    

     

13. Save: Upon locking the invoice, the "FU" prefix disappears from the invoice number, making it non-editable.

     

14. Invoice Documentation or Invoice:

    1. For manual handling of customer invoices, this serves as invoice documentation in Next Project. Print it and attach it to the invoice from the financial system. Mention "As per attached documentation" in the invoice or save it as a PDF and email it to the customer (see "Print/Preview Invoice").

        

    2. If your company has a customer invoice integration with the financial system, this is the invoice in Next Project. Send it via c-invoice (invoice distribution), or print/mail it to the customer. In Next Connect, the customer invoice integration transfers relevant information to the financial system.

Hide Markups on Invoice:

To conceal markups on the printed invoice, tick "Hide Markups" and click "Save."