Client window > Invoices page

Invoices page of the Client window helps you to keep records of invoices and balances of particular client. You can add new invoices, edit and delete them, and also make them void. Besides, you can change status of the invoice (Approved or Not). A general view of this page is provided below.

To open the Invoices page, open the Client window and then click Invoices tab.

Using the Status drop-down list you can select to display only Invoices with a particular status:

Similarly using Approved drop-down list you can select to display only approved or not approved Invoices.

As any table you can find in Projetex 2006, list of Quotes and list of Client Jobs can be sorted by each column values by clicking the corresponding column caption.
Right-click on the list to access Customize Columns and Vertical View commands, which allow correspondingly to customize which columns you want to display or see the table in vertical view.
See Right-click menu for details.

To create a new invoice click New button. The New Invoice window will appear.

To add a job to invoice, click on the Add Job to Invoice button. In the appearing Client Jobs without Invoice window, select the necessary job click OK to add that job to the invoice, or click Cancel to exit without adding it.

If on any reason you want to delete the job from the invoice, select it from the list and and click the Remove Job from Invoice button.

The Client Jobs list on the New Invoice window (this goes to the Edit Invoice window either) can be sorted by each column value (double-click the necessary column caption). Right-click on the list to open the menu where commands for customizing the list view and exporting it to a separate file:

See Right-click menu for details.

You can set the discounts and markups using the Discount/Markup, Discount/Markup 2 drop-down lists (you can add/change/delete entries of this lists on the Discounts/Markups page of the Corporate Settings window).

On the Adjustments tab of the New Invoice window you can enter the value of the additional expenses you want to include to the Invoice (Discounts/Markups are not applied to the Adjustments).

On the Payment method tab of the New Invoice window you can select the Payment method for this invoice, i.e. indication how to transfer funds and details (e.g. requisites). You can create/delete/modify Payment methods on the Payment Methods page of the Corporate Settings window.

On the Linked with Payments tab of the New Invoice window you can see if there are any payments linked to the invoice.

Note: you can create links between invoices and payments on the Payments page of the Client window.

You can also create/delete a phantom payment here using Add Phantom Payment/Delete Phantom Payment button.

Note: phantom payments are used to balance negligent parts of invoices which keep Invoices with Outstanding status, and, this way, move them to Settled category. To do this, click Phantom Payment button in Linked with Payments page of New Invoice window.

Phantom payment is created on the total uncovered with payments sum.

Example: Invoice Total = 1000EUR, it is linked with Payment on 997EUR. When you click Add Phantom Payment you will be suggested to create a phantom payment on 3EUR. If the invoice is not linked to any payment - you will be suggested to create a phantom payment on with Total equal to the invoice Total sum.

Any notes concerning the invoice you can add on the Notes tab of the New Invoice.

Now, that you have entered the job to the invoice, click OK to save it, or click Cancel to discard the changes. This job will be added to the Invoices page, and you will be able to edit, delete or make it void, as well as choose the appropriate status for it.

To edit the invoice select it from the list and click the Edit button (or just double-click the necessary invoice record), and in the pop-up Edit Invoice window will open.

Note: Edit Invoice window can be opened from the Invoices to Clients window as well (similarly to described above). Click here for the details on Invoices to Clients window.

Make the necessary changes. Then click OK to save them or click Cancel to discard the changes.

In order to delete any invoice, select it by clicking on it on the list, and click the Delete button; it will be deleted after your confirmation.

To void the invoice, click the Void button, and in the pop-up Confirm window, click Yes to proceed, or No to cancel the voiding. Then, if you click Yes, in the appearing View Voided Invoice window, you can enter the reason for voiding of the invoice, date of voiding, and see the details of the voided invoice. Click Yes to complete voiding of the invoice, or Cancel to exit the process.

Using Calculate Totals button at the bottom right of the Invoices page, which enables you to view the totals of activities of all invoices from the page (i.e. all invoices for the selected client): on the Total window you will see:

See Also:

Quotes, Invoices, Payments, Accounts and Client Folders windows

Client window