Adding a new Invoice Type
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Open the Invoice Types screen by clicking (Configuration icon) Invoices Invoice Types
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Fill in the details required to create the new invoice type in the bottom half section. You will need to go through all the tabs from general to requirements and ensure that the mandatory fields marked with * are filled out.
Please refer to the following table to learn what each field means
| Property | Description |
|---|---|
| Name | The name of the invoice type |
| Title | The title of the invoice. The title will appear in the invoice template. |
| Contract Prefix | The input in this field will be used as a prefix to the invoice reference number. |
| Filename Mask | You can specify the filename of the invoice when it’s being downloaded through here |
| GST Rate(%) | Set the rate of the tax to the invoice |
| Invoice Stage | There are two stages of invoicing: field worker invoice and client invoice. |
| Recipient 1 | The recipient of the invoice. e.g. the ACP. |
| Recipient 2 | The secondary recipient of the invoice. |
| Invoice Period Start | The start date of the invoice type |
| Period Length | The duration for each invoice period |
| Field Worker Type | This field is required for field worker invoices if you selected field worker invoice for the invoice stage. |
| Assign to Agent | Select agents to be applied into the invoice type |
| Restrict to Client (Client Stage) | Select clients to be applied into the invoice type |
| Work Type | Select work types to be applied into the invoice type |
Please check out this documentation to learn how to use the newly created invoice type.
Job Agent Invoice
To create a new invoice type for a job agent, you will need to follow this part.
Ensure that you have select field worker invoice on the invoice stage field and also job agent
on the field worker type field.