Important notes:
Mobile devices will not have Interim invoices. They will be considered in the Final invoice on mobile devices.
Consolidated and Grant invoices will also not be available on mobile devices.
If you use our CIS feature then CIS should only be applied to the 'Final Invoice' when you are using Interim or Deposit types.
The Commusoft system has many invoice types used to categorise invoices. Some of these can be customised to fit your own terminology, the Customised name will only update on the PDF to the customer, Internal names will remian unchanged:
Deposit - This can only be raised as part of an Estimate or a Proposal. This will be automatically created once the estimate/Proposal is accepted and turned into a job. This invoice value will automatically be deducted from the final invoice.
Interim - This invoice can be raised as part of any job. This invoice will automatically be deducted from the final invoice total. You can have as many interim invoices as you like and these will total together and be removed from the final invoice total.
Grant- Serves a similar purpose to an interim invoice, acting as an intermediate step in the invoicing process. When the Proposal is linked to a grant is won, the system automatically generates the grant invoice based on the Grant template settings. This invoice is crucial as it lays the foundation for creating the final invoice. This invoice value will automatically be deducted from the final invoice.
Additional - This invoice can be raised as part of any job. This will not be taken into account on a final invoice.
Retention - This can only be raised as part of an estimate. This will be automatically created once the estimate is accepted and turned into a job. This invoice value will automatically be deducted from the final invoice. When this invoice is set in the invoice schedule section of the estimate, you will set a time-scale on this invoice, e.g 12 months, this means the payment will not be due for 12-months plus the credit days.
Pre-final - This is an invoice similar to a 'Final invoice' (listed above) that gets created at the beginning of a job. Designed to include all relevant costs, it will then be automatically converted to a 'Final invoice' upon completion of the job itself.
Draft: This document serves as a preliminary version of the invoice, allowing for review and customisation before being sent to the customer for payment.
Final - This invoice will close the job down. If you have raised the job from an estimate, the final invoice will automatically be filled in according to the estimate pricing. If you have any Deposit, Interim, Retention or Grant invoices, these will be deducted from the value.