Your invoice setup can be tailored with runs and periods, offering you the ability to configure your invoice as needed. The end of an existing run period is determined by the start of the subsequent one hence, it’s essential to establish at least one future run period to finalise the current one.
Create an invoice run
From the three line menu click Settings, then select Finance.
Click Invoice, then select Runs.
Click the plus button, then input a description and instructions.
Use the drop-down menus to choose the relevant details.
Click save.
Make invoice accessible by the branch
You might also need to make this invoice run accessible by the branch. To do this, follow these steps.
From the three line menu, click Settings, click Other.
Click Company, then from the QuickLinks, select branches.
Select the relevant branch, then under filters, select Invoice run.
Check the box for any invoice runs you want to be available for this branch.
Click Save.
Create a invoice period
After creating your run, you can establish your invoice periods.
Each period is based on the start date, so if you enter 1 January and 1 February, you create one period: 1-31 January.
From the three line menu click Settings, then click Finance.
Click Invoice, then click Runs.
Click into the relevant run.
Under QuickLinks, click Periods.
Under QuickLinks, click Wizard.
Add the new periods either manually via the plus icon or by using the wizard in the quick links.
Add the relevant information. See the table below for what each field means.
Click save.
Field | Description |
Start date | The date the periods are to begin from. |
Interval | The unit of time between periods. |
Interval count | How many intervals each period has. |
Instances | How many periods to create. |
IDs | Add any period ID references you may have. Enter zero if not required. |
Forecasted hours | Enter zero. |
Forecasted value | Enter zero. |