Fresh Projects

00:15: First, select "Financials" to open the financial management drop-down list.

00:21: Next,

00:22: click "Invoicing & Expenses" from the drop-down list.

00:26: Select the "Invoicing" tab to view the invoicing dashboard.

00:31: To begin,

00:32: set the Month wherein the invoice falls.

00:36: After selecting the month you can then select "Add Invoice".

00:41: In the popup window you can through the drop-down list to identify the project.

00:46: Next,

00:47: search the drop-down list for the relevant group.

00:51: Lastly,

00:52: select the relevant sub-project you would like invoiced.

00:56: Should you wish to invoice against multiple sub-projects,

00:59: the additional sub-projects can be added in the coming steps.

01:04: After choosing the relevant Project,

01:06: group and sub-project,

01:08: click the "Select" button at the bottom right of the pop-up window.

01:12: Then, use the drop-down list to assign the right billing client for your invoice.

01:18: Alternatively, if a billing client has already been added due to the project setup

01:23: and you wish to change the billing client for your specific invoice,

01:27: simply double click on the billing client name in the top left corner of the pop-up

01:31: to make the needed adjustments.

01:34: In the invoice pop-up,

01:35: set the relevant Invoice Date you need.

01:39: Next,

01:40: you can add an Invoice Reference.

01:43: And any Invoice Comments

01:45: (if applicable).

01:47: To the bottom left of the pop-up you will be able to see the name of the sub-project

01:51: you are currently invoicing for.

01:53: Any detail or comment you'd like to record with regards to the work done on this

01:58: sub-project can be entered in the notes text-entry box just beside it.

02:03: To populate the expenses you need for your invoice,

02:06: you can simply select the expense from the left pane of the pop-up,

02:10: and drag it to the right side.

02:13: After adding all the needed expenses,

02:15: you can go ahead and select "Done".

02:18: After you have added your expenses,

02:20: the amount will populate under the "Disbursements" column title.

02:25: If you would like to include any additional project sub-projects in this invoice,

02:30: click "Add sub-project", and select the relevant sub-project from the drop-down list.

02:36: If you would like to remove any added sub-projects,

02:39: you can do so by selecting the bin icon on the far right side of the pop-up.

02:44: The Sub Total, VAT,

02:46: and Grand Total of the invoice will be visible near the bottom right-hand corner of the

02:50: pop-up window.

02:53: The VAT percentage displayed is governed by the Tax Rate associated with the Client

02:58: of the project.

03:00: The Invoices are populated within a default template.

03:04: If you wish to change the template you can do so by selecting the three dots at the

03:08: bottom left corner of the pop-up,

03:10: and selecting "Change Invoice Template".

03:14: If you would like a custom invoice template please reach out to us and we will

03:18: happily create one for you with your company details.

03:22: Now,

03:23: you can select "Download Draft" to download the invoice detail within the selected

03:27: invoice template into Microsoft Word.

03:31: The draft allows you to view how the invoice renders.

03:36: Once you are satisfied with the contents and details of the invoice,

03:39: select "Finalise".

03:42: When the invoice has been finalised, it will be allocated an invoice number.

03:48: Please note that once an invoice is finalised, no editing can be done, and if any

03:53: changes are required,

03:55: the invoice will need to be voided.