How to partial Invoice, parts in batches relating to one Job, PO.
What's this for?
Sometimes you may run a job for 100 units, but the customer might only collect 20 units per week. In this scenario, you might want to invoice in batches of the 20 units. In Tudodesk, you can do this by creating five sub invoices under your Job, each Invoice representing 20 units.
What you need to know
Create the Invoice directly from the Job (CopyTo). This creates an Invoice as a sub-document (child) of the Job and displays it in the sub-documents section of the Job for future reference.
Each Invoice is linked back to Job via the parent Link in the job header.
You can create as many Invoices as required to bill a single job. Just edit the unit quantities/price in the Invoice to reflect what you are invoicing.
Steps
Locate the Job ready for invoicing.
Open in view mode.
Click the Show menu button on the right side of the menu bar.
Select Copy To
Select Invoice
Confirm the Invoice title, and if you want to attach any attachments from the Create Invoice screen.
Click Create (this opens the Invoice in edit mode)
Edit the QTY of items shipped or price to reflect the value of your partial Invoice in the item list.
Click Save and send in the usual way.
Tips
Partial invoices are listed under the JOB / PO in the sub-documents section.
You can edit the invoice title to show how many units are shipped/invoiced, for example, Widget #1 (20). This will help you easily track totals.
The partial invoices will link back to the parent JOB/PO via the parent link in the header area of each Invoice.