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How to delete draft invoices?
How to delete draft invoices?
To delete a draft invoice, open the invoice with Draft status, click Update, then select Delete in the bottom-left corner. In the confirmation pop-up, click Confirm Delete. The invoice status will then change to Deleted.
Why hasn’t the invoice status updated?
Why hasn’t the invoice status updated?
The status changes from Draft to Authorised after a successful dispatch. If it doesn’t update in real time:
Wait for the overnight sync to update the status.
Or, to sync immediately, open the invoice and click Sync in the (Accounting Partner Name) Integration section.
Can invoice be edited after it is pushed to the Accounting Partner?
Can invoice be edited after it is pushed to the Accounting Partner?
After an invoice is pushed to the accounting partner, it can NO longer be edited in the workspace. If changes are made in the accounting partner, only the invoice total will sync back to Uptick (either overnight or by clicking Sync on the invoice), and the following message will appear:
"The total on this invoice does not match the sum of the lineitems. This is because the invoice was modified in the accounting partner, rather than in Uptick. Uptick will use the value set by the accounting partner."
Alternatively, if the line items must reflect the correct information, void the invoice in the accounting partner, then sync it in Uptick to update the status to VOID, and raise a new invoice with the updated details.
How to create an ad-hoc invoice?
How to create an ad-hoc invoice?
Navigate to Billing > Invoices and click + Create Invoice.
Complete the relevant fields and click Save Invoice.
Click Create new item and double-click on the relevant cell to change Product, Description, Account Code, Quantity, Unit Price or Tax Code.
Click Create new in the Integration section.
The ad-hoc invoices CANNOT be sent to clients unless generated from a task. To ensure the invoice can be dispatched, manually create a task (change the category to Billing to avoid confusion), add charges to the task and send the invoice from the task.
Where can invoicing settings be configured?
Where can invoicing settings be configured?
Invoicing settings are managed in Control Panel > Invoicing, allowing adjustments to reference format, description, payment terms, due dates, BCC address, sequence number, local invoice generation, and payment instructions.
How to ensure invoice dispatching is successful?
How to ensure invoice dispatching is successful?
Uptick relies on the accounting partner to generate invoices, thus the following conditions must be true in order for the invoice to send:
There is a billing card set against the client/property and inherited by the task.
That billing card is connected to the accounting partner.
When it passes those checks, Uptick will pass the invoice information to the accounting partner which then performs the invoicing.
What does “Gateway Timeout (Error 504)” mean when dispatching an invoice?
What does “Gateway Timeout (Error 504)” mean when dispatching an invoice?
This error can occur with any accounting partner and usually indicates a connection timeout during dispatch. The message may vary, but often includes “gateway timeout” or “error 504”. If you retry the dispatch after getting this error you run the risk of duplicating the invoice as it may have still been generated in the accounting partner before the error message appeared. To minimise that risk, take the following steps:
Log in to the accounting partner and check whether the invoice was generated.
If the invoice exists in accounting partner, void the invoice.
Retry the dispatch in Uptick.