Client Invoice Settings

Settings for Client Invoices

The Client Invoice Settings window allows you to control how JobBag behaves when creating, numbering, displaying, and printing client invoices. Configure these settings before issuing your first invoice to ensure consistency across your organisation.

Invoice Numbering

Use these fields to set how invoice and credit note numbers are generated.

Invoices

• Invoice Digits – Enter the number of digits required for invoice numbers.
• Invoice Last Used Number – Enter the starting number when using JobBag for the first time. JobBag will automatically maintain the sequence from there.
• Allow Special Invoice Number – Tick this box if you wish to manually override invoice numbers when required.

Credit Notes

• Credit Notes Digits – Enter the number of digits required for credit note numbers.
• Credit Notes Last Number Used – Enter the starting number when first using the system.
• Credit Notes Prefix – Enter a custom prefix, e.g., CN, instead of the default X.

Default Invoice Value

Choose how JobBag determines the default value of a new invoice:

• Quoted
• Value
• Greater of quoted or value

Additional Invoice Behaviour Options

Select any of the following if required:

• Copy GST from Quote
• Distribute rounding error on GST
• Default invoice value for all sub jobs
• Select bill-monthly jobs automatically when processing recurring invoices
• Record WIP and Accrual decisions
• Exclude future value
• Exclude written-off value
• Copy job specs into description field
• Default to final invoice
• Mark proposed jobs as live when logging an invoice on that job

Consolidate Kinds

If the same Kind appears multiple times on an estimate or previous invoice, selecting this option will consolidate those lines into a single line when creating a new invoice.

Test Invoice Approval

If your organisation requires test invoices to be approved, select the relevant options in this section.

(Refer to Approve Client Test Invoices for full process details.)

Mark Invoices as Final

Enter a percentage if you wish invoices to be automatically marked as Final when more than this percentage of the quoted amount has been invoiced.

Default Information Displayed on the Create Invoice Screen

Select which columns and details you want to appear by default when creating an invoice.

Printing Options

Choose how invoices should be printed and displayed, including text blocks, information sections, and template defaults.

Default Totalling Options

JobBag provides several totalling options for invoices:

• The most commonly used default totalling option is Category.

Other totalling options are also available depending on your reporting and invoicing needs.

Default Sub-Totalling Options

Sub-totals can be grouped in various ways:

• The most frequently used sub-totalling option is Kind/Node.

Additional sub-totalling methods can be selected if required.

Use Category Description

Tick this option if you want JobBag to display the Category Description instead of the Category Name when these differ.

Template Font Options

• Select Template Font – Choose the font used for printing invoices.
• Force Template Font – Applies the selected template font to specification lines and invoice lines.

Simplified View

If an invoice contains many lines, enter a number in this field to enable a simplified view, helping you navigate large invoices more easily.