How to invoice:
1. Select your job you would like to invoice against
2. Select Invoice
3. Upload an invoice from your existing accounting software or create an invoice from scratch OR from the quote.
You will also notice your invoice has been recorded in the Approved Invoices section, where you can edit, download a copy of the file, or delete the record.
5. Any invoice uploaded in this section will show in the Job Financials Tab, as income in the Actual Revenue section of the P & L.
How do i create an Invoice in Sprintsuite?
1. Click on Create Invoice, a drop down list will allow two choices for the invoice template, From Scratch or As Per Quote.
From Scratch allows the user to create an invoice with a empty section to enter a line item and details of the costing and units.
As Per Quote allows the user to create an invoice that is pre-populated with the line items that have been entered in the Quote tab of the Job.
Start from Scratch Invoice.
1. Click on Start from Scratch in the Create Invoice drop down.
Mandatory fields that are required to be filled are:
Invoice number (if pushing to Xero this can be left intentionally blank)
Billable Company
Line item Description
QTY
Units
Unit Price
Revenue code (if applicable)
Tax Rate
IMPORTANT TIP: (For As Per Quote invoice template) If invoicing your client the total budget from the Quote tab plus GST, the system will automatically allocate each line item in the invoice to add GST, thus invoicing budget plus GST. You will notice your invoice total is more than your Budget amount, because this is factoring in your invoice requires to retrieve GST from your client.
IMPORTANT TIP (From Scratch Invoice): When entering line items in a From Scratch Invoice template you will notice the system automatically tries to invoice total line item and Plus GST, by allowing the GST on Income as the default option.
If however you prefer that your invoice is sent out excluding GST. Click the Drop down field in the tax rate in the line item, click BAS Excluded.
This will change your invoice to reflect the Excl BAS (GST) amount of the invoice so it reconciles with the Excl GST budget amount in the Quote tab.
2. You can add additional line items by pressing the + Add Row button to the left. You can delete a line item by pressing the X to the right of the item, however at least one line item is required in order to save.
3. To save a draft of the invoice click on Save As Draft.
This will now add the invoice into the Invoice summary Draft Invoices table for you to return and complete later.
4. When the user is ready to finalize the invoice, go into the invoice by pressing the edit icon,
5. Press Save and Approve,
This will now add the invoice into the Invoice summary Approved Invoices table.
6. Once an Invoice is Approved, a user can choose to export the invoice in a PDF, by clicking on the Export PDF button, a drop down list will allow two options of invoice template to be exported Detail or Summary.
Detail invoice template exports line item descriptions, QTY, Units, unit price and total.
Summary invoice template exports line items with just a Description and total.
What about create invoice As Per Quote? what is the difference between From Scratch?
1. Click on As Per Quote from the Create Invoice drop down, this will take you to an invoice template that will show each line item that was entered in your Quote tab.
2. Just like the From Scratch Invoice template, the Mandatory fields to be filled in are:
Invoice number (if pushing to Xero this can be left intentionally blank)
Billable Company
Line item Description
QTY
Units
Unit Price
Revenue code (if applicable)
Tax Rate
3. You can decide to add additional line items by clicking + Add Row, you can also edit each line item, or delete any line item.
4. When you are satisfied with your invoice press Save and Approve.
5. Likewise once Save and Approve has been clicked with an As Per Quote invoice, you can export to the invoice to PDF, and Push to Xero with the same process as mentioned above in From Scratch Invoice.