Manual Invoice Overview

NavigationBilling, Manual Invoice

The Manual Invoice screen mimics a paper invoice while providing time and effort-saving features. Though you create most of the invoices using Billing Review, there are situations when creating Manual Invoice is a better option. For example:

• When you need to create a quick invoice from an estimate, budget or ‘% Done’ for each activity or expense.
• When there are no significant services associated with the product, such as reselling of software, hardware, etc.
• When you want to create a quick invoice based on service or expense items.
• When you want to enter historical invoices (summary or detail) from a previous time and billing system.
• When there are no time or expense entries charged to a project.
• When you have to create a quick invoice from a billing schedule.
• When you need to record the invoices with old invoice numbers. This is useful during the initial setup of the company's database.

Manual Invoice is not limited to these situations. If you want, you can create a manual invoice for many other purposes. Manual Invoice supports many billing options available in Billing Review such as MET and MST (GST or VAT) level taxes in addition to the item level taxes, cost plus billing, retainers, discounts, retainage, etc.

You can also apply retainers in Manual Invoice screen and memorize the invoices.

Do not use Manual Invoice when the invoice template automatically used by Web Suite is not in your preferred format. The default invoice template can be changed. You can select one of the many pre-designed invoice templates found in the Web Suite/Reports folder.

Invoice templates can be assigned per project in Project. Like Billing Review, you can edit time and expenses data on the Time Entry Details and Expense Log Details screens, as needed.