When invoicing your clients within a job:
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Create Invoice: Click on "Create Invoice."
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Start from Scratch: You can choose "Start from Scratch" to manually create an invoice or "As per Quote" for detailed instructions click here.
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Do and Charge: Alternatively, select "Do and Charge" to invoice based on purchases or timesheets. This option allows you to generate an invoice that reflects the recorded purchases or timesheets associated with the job.
These options provide flexibility in how you create invoices, ensuring you can accurately reflect your charges and streamline your invoicing process in SprintSuite.
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Select Purchase Orders: If you have purchase orders for the job, you can select them to include in the invoice.
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Add Margin: You have the option to add a margin to all items on the invoice or apply it to individual purchases as needed.
- After selecting purchase orders and adding margins, click "Continue" to proceed to the timesheet entries section.
This functionality allows you to accurately reflect the costs and margins in your invoices, ensuring that all relevant purchase orders and adjustments are included.
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Select Timesheet Entries: Choose the timesheets you wish to include in the invoice.
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Track Timesheet Details: You will see the following details:
- Total timesheet hours
- Total invoiced hours
- Total uninvoiced hours
- Selected hours
These metrics help you track what has been invoiced and what remains.
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Create Invoice: After selecting the appropriate timesheets, click "Create Invoice from Selected Items" to finalise and generate the invoice.
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Review Invoice: All selected items will appear on the invoice.
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Select Purchase Order Number: If applicable, select the relevant purchase order number.
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Account Codes and Tax Type: Choose the appropriate account codes and tax type for the invoice.
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Save and Approve: Click "Save and Approve" to finalise the invoice.
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Integration with Xero: If you are using Xero, you can push the invoice to Xero for processing.
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Export and Send: If not using Xero, export the invoice as a PDF and send it to the client.
This final step ensures that your invoice is properly documented and sent, whether through Xero or directly to your client.