Setup
You will need the following permission in your security group:
Can see all tasks.
Can create invoices via dispatch.
Can view invoices and credit notes.
Can create, update and delete invoices.
Can send dispatches.
Can archive tasks.
Click here to learn about permissions and security groups.
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How to create and send an invoice from the task
There are two workflows to create and dispatch an invoice from a task: Recommended and Manual Invoice Review. The Recommended Workflow is the most efficient, ensuring transparency and traceability by requiring all changes to be made in the Work tab of the task to be pulled into the invoice. The Manual Invoice Review allows greater control over invoice line items before dispatch, but with more steps.
Recommended Workflow
2. If the Work tab displays a full fraction (e.g., 5/5), this indicates that all items have been performed by the field user and the task is ready to be invoiced. If not, click the Work tab to review and investigate any unperformed service tasks and edit any service tasks and products that need changing.
2. If the Work tab displays a full fraction (e.g., 5/5), this indicates that all items have been performed by the field user and the task is ready to be invoiced. If not, click the Work tab to review and investigate any unperformed service tasks and edit any service tasks and products that need changing.
If the following message is displayed in the Process section next to Invoices:
Note: Cannot raise an Invoice against Tasks without an active Billing Card or tasks attached to a parent Task.
Attach a Billing Card to the Client/Property to enable invoicing.
4. Prepare the dispatch: select reports, review Billing Requirements (tick Okay to proceed if Manual billing required is enabled on the client), and adjust recipients or the body of the email.
4. Prepare the dispatch: select reports, review Billing Requirements (tick Okay to proceed if Manual billing required is enabled on the client), and adjust recipients or the body of the email.
If the task needs to stay active or in the current status, untick Mark Task as Complete or Archive Task.
Video
Manual Invoice Review workflow
If the following message is displayed in the Process section next to Invoices:
Note: Cannot raise an Invoice against Tasks without an active Billing Card or tasks attached to a parent Task.
Attach a Billing Card to the Client/Property to enable invoicing.
Types of grouping for invoice line items:
Summary: Combines all line items into one with the Service Work description.
Group by Product: Group line items by the products used.
No Group: Displays line items according to the Work tab, with no grouping.
8. Prepare the dispatch: select reports, review Billing Requirements (tick Okay to proceed if Manual billing required is enabled on the client), and adjust recipients or the body of the email.
8. Prepare the dispatch: select reports, review Billing Requirements (tick Okay to proceed if Manual billing required is enabled on the client), and adjust recipients or the body of the email.
If the task needs to stay active or in current status, untick Mark Task as Complete or Archive Task.
Recommended steps
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