Producing invoices for your projects
Tuesday, February 10th, 2009 - 19:08You can now create very simple invoices for each of your projects. To help manage this facility, a couple of extra fields have been added to the Project section.
Project Details > ‘Purchase Order No.’
Finance Details > ‘Invoice Date’ and ‘Invoice Number’
An extra section has also been added under the ‘finance’ navigation, ‘invoice settings’. This is where you define whether to charge tax, as well as the name and rate of the tax applied. Any rate applied is applied to the ‘Amount Charged’ field.
To start the process, click ‘produce invoice’ under the Project’s ‘Financial Details’ section.
This displays a text box into which you can add the Invoice Wording. You also have the choice of whether to display the pdf in the browser, or download it.
Hit Submit, and you’re done !
Thanks to Toby James Creative for the suggestion.














