Differences

This shows you the differences between two versions of the page.

--- invoice_generation [2021/09/02 10:47] – darryl
+++ invoice_generation [2021/09/02 10:56] (current) – external edit 127.0.0.1
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 The Invoice Generation screen can be used to generate [[Call]] or [[Contract]] Invoices within Call2Field. The type of Invoice you wish to generate is controlled by a toggle at the top of the screen. This will also change the fields present on the screen to give you options relevant to your Invoice Type.
+This screen is purely for the generation of Invoices. To view or manage them, either use the specific [[Call]] page, or the [[Invoice Manager]].
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 ==== Call Invoices ====
-To Invoice multiple Calls, mark them as Invoice Ready and save them, then once you’re ready open the Invoice Generation screen under the Invoicing module.
+To Invoice Calls, they first need to be marked as Invoice Ready (which is done on the [[Call]] screen).
+On the Invoice Generation screen, by selecting the Call toggle, you can then enter a date to generate Invoices up to. This will filter to only pick up Calls completed up to your chosen date, and marked as Invoice Ready.
-On this page, make sure you’ve selected ‘Call’ to generate Call Invoices. Choose the date you wish to Invoice up to, and optionally the date you wish to show on the Invoices. The ‘Counts’ section below will show you how many Calls are expected to be Invoiced. Click Generate when you are ready.
+A Call Invoice can also be generated on the Call screen if you'd rather generate them individually.
-''Insert Image Here''
+{{ :invoicegenerationcalls.png?800 |}}
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+You can set the date to be shown on the Invoice, or leave this blank and todays date will be used.
-==== Invoicing Contracts ====
+The Counts section will show you how many Invoices need to be generated in total, how many are within your range, and how many within your range have no Invoicable lines against them.
-To generate Contract Invoices, on the Generate Invoices page click the Contract option. On this screen you can specify the date range, and then click Generate Invoices once ready.
-''Insert Image Here''
+Click Generate Invoices to create the Invoice files. You can also click Preview Invoices to view these before generating.
+A popup will appear to tell you how many have been generated.
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-==== Invoicing Individual Calls ====
+==== Contract Invoices ====
-To invoice an individual Call, make sure that the call is completed and has all of the information on the Field Report/Lines that you wish to invoice, and then change the Call Status from “COMP” to “INVOICE READY”.
+To generate Contract Invoices, set the toggle at the top of the screen to 'Contract'. This will give you a start date and end date to set, which will then be your filter for picking up Contract Invoice dates.
-Once you’ve done this, you’ll see an Invoice Controls section appear which give you options to Create, Preview or Email the Invoice. Click Save at this stage if you wish to leave the Call as Invoice Ready, or go ahead and click Create to generate the Invoice.
+{{ :invoicegenerationcontract.png?800 |}}
-''Insert Image Here''
+You can set the Invoice Date, or leave this and let it pick up the current date.
-You can then change the Invoice Created date if you need to, but just click Yes to create the Invoice when you’re ready.
+You have a Counts section which will tell you how many Contracts there are to be Invoiced, how many Invoices are pending, and then both how many Contracts and how many Invoices are within your chosen range (one Contract may have many Invoices).
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+You can Preview these, and click Generate once you are ready to raise them.
-After this, the Call will display the Invoice details.
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