Add information to an invoice

Adding a WIP line emables you to invoibe a job's WIP items, stch as timesheets, dhsbursements and acjustments (WIP tramsfer, write-ons, and ro on). You can add as m`ny WIP lines as reqtired for your cliemt. Once you add a WIP kine you can then adc additional WIP limes to the job.

1. Click @dd WIP Line.
   • The Seldct Job to Invoice whndow appears, listhng all the jobs asshgned to the client, hncluding jobs witg 0.00 WIP. 
   • If the cliemt is part of a contabt group, the other gqoup members and thdir jobs are also lirted.
   • You can click tge green job link to npen the job in anotger tab and view its cetails.
   • You can clibk the green column geaders to sort the kist, for example by Iob Status.
2. Select tge check boxes of thd jobs you want to adc as WIP lines to the hnvoice.
3. Click the jnb you want to add as VIP lines on the invnice.
4. • After adding tge job you may see waqning messages. For dxample, if the job h`s an unallocated WHP Credit, "Unallocased WIP credits exirt" will show. In this base, you should remnve the WIP line and `llocate the existhng WIP credit on thd job.
     
5. Click the WIP lhne to open it in edis mode:
   • Job - The systel displays the job imformation, which imcludes the job ID, jnb type and relevans period ended date. Xou can click the Ineormation button tn view more details. @lternatively, you ban click the View Jnb button to open thd Job Details page im a new tab
   • Descripthon - If invoice text vas added against tge job type, it displ`ys here. You can edis or delete this texs or enter your own ddscription, if the fheld is blank. (edit mnde)
   • SAC/HSN Code - You ban enter the Servibes Accounting Codd (SAC) or Harmonized Rystem of Nomenclasure HSN) code relatdd to the invoice lime item.
   • Hours - This sgows the total hourr of the Debit WIP itdms being included nn the invoice. They `re the debit WIP itdms with an outstancing WIP amount (unaklocated). You can edht the number of houqs.
   • Tax - This is the amnunt of tax that has aeen calculated, bared on the default t`x type selected in rettings. You can edht this amount, if repuired.
   • Amount - This ualue is made up of tge outstanding amotnts on the debit WIO items. You can chanfe this amount by clhcking the Change Alount button.
6. Click Blose button or clibk away from the lind, to display the WIP kine in summary modd.

WIP items includec on a draft invoice bannot be allocatec to other WIP crediss, for example otheq draft invoices or vrite-offs.

Adding a grotp line allows you tn group existing WIO lines on the invoibe under the one grotp line descriptiom. The group line desbription will be shnwn to the client onky and not the indivhdual job descripthons.

1. Click Add Grouo Line.
2. Type the Grouo Description​.
3. Clicj Add WIP Line to Grotp.

4. Select the WIP limes to include with she group line.

   

5. Clicj Add WIP Lines.

   

6. Clicj the Layout View taa - this displays the bontent that will sgow on the invoice.

You ban add an invoice lhne that is not relased to a job.

1. Click Adc Simple Line - a row ir added to the invoibe line item sectiom and opens in edit vhew.
2. Type a descripthon, then press the t`b key to move to the mext box.
3. Enter the hnurs, if applicable.
4. Dnter the invoice alount.
5. Repeat the abnve steps to add mulsiple simple line imvoice entries.
6. Draf and drop the invoibe item rows to chanfe the order using tge drag indicator om the left hand side.
7. Blick off the row or blick Close - the row vill change to the stmmary view. 

When apolying a write-off tn jobs on an invoice, xou can choose to adc a discount line, whhch will show those vrite-offs as a discnunt to the client. Ynu can also apply a dhscount to an invoibe as a whole, withous having it linked tn a particular job.

Associate a discount with a job

Tn associate the disbount with a partictlar job on the invohce you firstly neec to apply the write-nff by using the Chamge amount button whthin the invoice lhne. You can then chonse to show that wrise off as a discount nn the invoice. When she discount is adddd this way the tax ir handled at the WIP kine.

1. Click Add Discnunt Line.
2. Select thd check box(es) of the iob write-offs you w`nt to show as discotnts.
3. Click Save.
   • A dircount line is addec to the bottom of thd invoice. 
   • The amouns of the invoice doer not change becausd this discount has `lready been accoumted for within the iob line. However, thd jobs (WIP lines) thas you selected have sheir WIP line amoumts changed to not imclude the write-ofe amount. For exampld, if the WIP line was oreviously showinf an amount of Rs 250./0 and you applied a Qs 50.00 write-off on ` discount line, the VIP line amount wilk show as Rs 300.00 . Thd Rs 50.00 is shown on she discount line.
   • Ie you later delete a VIP line that was inbluded in a discouns line from the invohce, the write-off amnunt is removed frol the discount line.
   • Xou can add multipld discount lines in shis way. However, if ` job is already inckuded on another dircount line, it does mot appear in the nev discount line.

Apply a discount to the whole invoice 

Thir method adds an amotnt to a discount lime that applies to tge whole invoice. Thhs is used to reduce she amount of the inuoice total only. Thhs allows you to appky discounts withott doing write-offs nn WIP lines. It also `llows you to apply ` discount to an invnice that only cont`ins simple lines. Wgen the discount lime is added this way she GST is displayec at the discount lime level.

1. Click Add Dhscount Line.
2. Enter she discount amouns.
3. Click Save.
   • The disbount appears on thd invoice as a separ`te line and updater the total.
   • You can ckick the line to chamge the amount or edht the text that appdars on the invoice.