Adding an Invoice
- Alom Hussain (Unlicensed)
- Miles Ridley (Unlicensed)
First steps
Note: Before creating invoices in Accelerate, you will need to have a Sales Invoice template (and optionally a Purchase Invoice template) coded in to the system. Email support@qv.systems if you need this doing.
Info: We will also need to set up at least one Nominal Account in Accelerate. To learn how to do this, please use this link to the documentation. Nominal Accounts
Info: Next we need to Create a sequence in the settings. This sequence must have the description "Invoice Number", here you can specify the next invoice number. For more information regarding sequences please use this link.https://qvsystems.atlassian.net/wiki/spaces/QSS/pages/95125577
The last think we needs to be done before we get started is have the ‘invoice management’ setting ticked on your user account (System admins can do this) See screenshot below.
Adding Invoices
Once this is done, you can use then use the 'Invoices' tab on the top menu and get started! Press 'Add Invoice' then you can input the relevant information.
The arrows beside 'Payer/ee', 'Related Relationship', 'Related Order' and 'Related Vehicle' will bring up all the relevant information you have stored. If you are adding related items, you will need to select the related relationship first, so the system can show you relevant orders and vehicles. Screenshot below shows the popup that follows (This one has no value).
Invoice lines
Once you have saved the core invoice information, an area will appear where you can add invoice lines. Press 'Add Line' and you will have the space to add information. Repeat to add as many lines as you need. Press the save button in the Invoice Lines section to save.
Under the 'Account' heading, you can choose which nominal account you want this invoice to relate to. Simply press the down arrow and a dropdown menu of your nominal accounts will appear so you can choose the relevant account.
Uninvoiced Cashflows
Note: In order to view your uninvoiced cashflows, you need to make sure that the relevant quote has a funder linked to it.
We then need to add a cashflow, for example, funder bonus. To learn how to add a cashflow, please use this link provided Cashflows
Now it is time to create your invoice. Follow the steps above and be sure to select the same payer/ee.
Then press the 'View Uninvoiced Cashflow' button and your uninvoiced cashflows will appear.
Then, instead of you having to input all the information into an invoice again, simply tick the box in the relevant row/s and press the 'Add Invoice' button.
Press save and you're all done!
Voiding Invoices
If you need to void an invoice, simply press the 'Void' button which is located in the top right of the screen. The date the invoice was voided will now appear on the invoice and you will be automatically taken back to your list of invoices.
Invoice Number
In the examples above, the invoice number has been assigned automatically. In order for this to happen you must already have a sequence named 'Invoice Number' created (see Sequences ).
Note: if you haven't set this up you can enter the invoice number manually.