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For a description of the three left-hand panels, click here: Main Data - Project .

In the Invoice tab, you can decide if a task should be considered for invoicing when it is finished. If you decide to invoice the task, you can select to use the default payment and invoicing information defined in the client's Payment Terms tab or enter new information specifically for this task. What is more, this tab also records the important payment and invoicing information of this specific task: the task's invoice dates, payment status and payment date can be viewed here.  

A notice appears in the tab if an invoice is not created for this task:

 

Invoiceable

The ability to create an invoice for this task after it is finished.

    • Select the tickbox if you want to be able to create an invoice for this task when it is finished. When the tickbox is selected, the job appears in the browse for the Create Invoices page.
    • If you have a task which is not to be invoiced, deselect the tickbox. The task does not appear in the browse for the Create Invoices page after after the task is finished.  
Use Default

The default payment terms and terms and the invoicing date method defined in the specific client's Payment Terms tab to be used when creating the invoice

    • To use the default, select the tickbox. When the tickbox is selected, the fields in this tab are locked.
    • To set unique invoicing dates and to select a different payment terms item and VAT Rate, deselect the tickbox. The fields in this tab are now unlocked.
  • The method used in calculating this task's invoicing dates depends on if you decided to use the System Terms or the client's own method. To see if you set the System Terms as the default for this client or to modify the client's invoice date calculation method, go  to the client's Payment Terms - Client tab. Here you can select a new a payment terms item and VAT rate, as well.
  • To modify the System Terms, go to Configuration > General Configuration > Advanced Configuration > Client > Payment Terms.
 

To unlock the fields, first deselect the Use Default tickbox.

Invoice Expected Date

The estimated date when the final invoice for the client will likely be created.

Manually enter the expected final invoice date in the appropriate date format set in  System Configuration  or click  calendar  and select from the calendar.

Payment Terms

The payment requirements for this invoice. For example, the client is to pay the invoice in installments instead of a single, full payment.  

Click on the drop-down list and select an item.

  • To create a payment terms item specifically for an individual client, go to the client's Payment Terms tab.
  • To create a universal client payment terms item , go to Configuration > General Configuration > Advanced   Configuration > Client > Invoicing .
Tax Rate

The consumption tax rate to be applied to the client's charges.

Click on the drop-down list and select a VAT rate.

To create a VAT rate, go to Configuration > System Values > Tax Rates.  

Payment Status

The current state of this task's payment.

The available payment statuses are:
Fully PaidThe task was paid in full by the client.
Partially Paid

The client paid only a portion of the task's overall charge, and further payments are necessary.  

Not Paid

The client has not paid for the task at all. This could be because:

    • An invoice for this task was not created.
    • The task was invoiced and the payment is still outstanding.
Irrecoverable

The client did not pay for the entire charge of this task, and the funds used to undertake this task cannot be recovered and are considered a financial loss.  

This field cannot be manually modified.

 

The below fields appear only after an invoice is sent.

Invoice Number

The task's invoice number.

When the invoice's Invoice Status is , you can access both the invoice's Display in XTRF and a printable preview of the actual invoice to be sent to the client.

    • To go to the invoice's Display, click on the underlined invoice number.
    • To view the printable invoice document, click on the underlined text next toPDF Icon.
Invoice Date

The issue date included on the actual final invoice sent to the client.

You cannot manually modify this field. The system automatically enters the issue date when the invoice is created.

Payment Date

The actual date when the task was paid in full.

  • The system does not record the dates of partial payments here.
  • You cannot manually modify this field. The system automatically enters the issue date when you click  on the Payments - Client Invoice tab.

Click to manually prepare the pro forma invoice for the selected task.

When you click on this, you are taken to a new page. For a description of the page, click here: Main - Client Invoice.

This button is only visible when there is not an existing invoice for this task.

Click to manually prepare the final invoice for the selected task.

When you click on this, you are taken to a new page. For a description of the page, click here: Main - Client Invoice.

This button only appears when there is not an existing invoice for this task.

Click to modify.
Click to apply the modifications.
Click to terminate the modification process.