Some customers have no integration to an accounting system or have an integration that allows Handyman to send invoice details to acconting system. These customer will have the tab for invoice on orders in Handyman Office. This is managed by type of license.
When you have added hours and material you want to invoice on order you select create invoice
If you haven't approved all entries before selecting create invoice - you will get this messagebox where you can choose to approve all registrations by clicking "yes", or leave it as is with clicking "no", or if you changed your mind and want to check the order - click "cancel"
When entering the invoice window you will have possibilities to:
- delete registration (will then appear in the next invoice)
- exclude registration (will then never appear on any invoice on order)
- add more registrations
- preview the invoice
- print the invoice
- view previously invoiced (if order is connected to service contract) : will show 2 more read only columns in the invoice "Previously invoiced quantity" and "Previously invoiced amount".
If you choose to save as invoice details there will not be any invoice number
If you then want to create the invoice and get a invoice-number, you select Open invoice or double click on the invoice details line and you will then get back to invoice window. Then you can select Create invoice and get more choices.
If you don`t select "Final invoiced", the status for order will be partially invoiced. If this order is finished you can select "set order as passive" If you choose to select "Final invoiced" this will not allow more changes to order in Handyman Office.
You will also get some choices how to deliver invoice to customer:
- Do not send
If customer settings is set, then the prefered method is default chosen.
Accumulated values report
Some customers want to have a report that shows the accumulated values for the material on the order.
If number series for invoices is not set, you will be notified to configure this before creating invoice
To configure the number series, please read the corresponding section in this article.
When invoice is created the invoice number will appear on the order
Delete invoice will only be enabled before the invoice number is created. So invoice details can be deleted - invoice can not. Any invoice with invoice number that should be corrected need to be credited entirely and then create correct invoice. Credit is made from the invoice module tab and not on the order.
View PDF will show the invoice as a PDF