To raise a new contractor invoice

The procedure to raise a new contractor invoice is as follows:

1. Navigate to Quick Menu > Repairs > Finance > Invoices. The Invoices window is displayed.
2. Click on New Invoice. The Invoice Details window is displayed.
3. Using the Invoice type drop-down field, select the parameter value appropriate for the transaction, specifically Invoice or Credit Note.
4. Using the Contractor drop-down field, select the contractor to which the invoice relates.
5. Enter the Invoice reference into the field provided i.e. the documentation reference supplied by the contractor.
6. Enter the Invoice date using the calendar ( ) icon, or type in the value directly 1.
7. Enter the total Net value of the invoice. The Up and Down arrows are available to increment or decrement the value, as required.
8. Enter the total VAT incurred into the field provided. The Up and Down arrows are available to increment or decrement the value, as required.
9. Use the Invoice notes field to add any contextual information relevant to the contractor invoice.
10. Using the Company drop-down field, multi-select the companies to which this new invoice relates.
11. Using the Cost apportionment method drop-down field, choose the parameter value that reflects how any additional invoice costs not covered in the original orders will be split (e.g. All to first task, Evenly, Percentage proportion).
12. Click on Save.

Note

1 The Payment due date will be automatically calculated based on the Invoice date inserted, using the contractor's payment terms, recorded against their internal account.

See related topics...

Repairs invoice management overview

To add detail lines to a contractor invoice

To import invoice detail lines from a contractor statement

To authorise a contractor invoice

To cancel a contractor invoice

To add a new contractor