Financials

Invoices/Quotations

Here you will find a list of all the invoices, credit notes, quotes and pro-forma that are associated with this project.

Add a new invoice, quote, credit note, and pro-forma

Please note: Although refering to an invoice in the following steps, the process is the same for a quote, credit note and pro-forma.

Use the drop down menu provided to select who you would like the invoice to be addressed to and then click 'New'.

Details

Fill in the details as shown above. You can also select who the invoice is to using the drop down fields, and automatically enter their address by clicking 'Update Address'

You can select between invoice, quote, credit note and pro-forma using the drop down menu as shown above.

Payment Details

Use this tab to keep track of the payment. Enter the amount that the client has paid in the space provided, or if they have fully paid the invoice, click 'Pay in Full'. The 'Payment Ref' is a reference of your choice.

Expenses

Zoom

Use the expenses tab to keep track of the project expenses. To add an internal or external expense, click the '+' and fill in the new row which will be added.

Summary

The summary tab gives an at-a-glance summary of the finances associated with this project.