Creating a Freelancer Invoice

This guide explains how to process Freelancer invoices in JobBag, including loading timesheets or allocating costs directly to Jobs or Profit & Loss accounts.

Step 1: Navigate to Freelancer Invoice

Freelancer invoices can be entered in the Supplier invoice window or in the Jobs Window (Supplier Invoices Tab)

Supplier Invoice Menu

• Navigate to:Costing menu > Supplier Invoices > New > Freelancer/Consultant Invoice       

From the Supplier Invoice Tab in Jobs Window

• Navigate to:JobBag menu > Jobs    
• Find the job
• Go to Supplier Invoice tab
• Select "New"

Step 2: Enter Invoice Header Details

Complete the Freelancer invoice header information:

• Select the Freelancer name
• Enter the Invoice Number
• Enter the Invoice Date, period and date received

Step 3: Enter Invoice Allocation Details

When processing Freelancer timesheets, there are two options available:

Option 1: Load Outstanding Timesheets

Use this option when:

• The Freelancer has entered their timesheets against Jobs
• You want to record the timesheets against a Job and post the invoice cost to the Profit and Loss

Process

• Select: Load Outstanding Timesheets
• Select: Timesheets from/Until dates
• To pay, Super and Values will pre-populate but can be over written
• Reconcile Footer amount to the Freelancer Invoice

Option 2: Add New Line

Use this option when:

• You want to enter Freelancer costs directly against a Job
• You want to allocate the cost directly to a Profit & Loss account

Process

• Select Add new line
• Enter the required Job number and Kind and add the hours per the invoice.
• The To pay and super should be pre-populate but can be overwritten.
• Add Multiple lines if you want to spread the job across multiple jobs
• Reconcile Footer to Freelancer Invoice
• Save

Step 4: Reconcile the Footer to the Freelancer Invoice

The To pay and Super amount in the footer should agree with the totals on the freelancer invoice

Create Freelancer Invoices as Overheads

Create Freelancer Invoices as Overheads allows Freelancer timesheets to be entered against a client Job as In-House Timesheets, while posting the Freelancer invoice costs to the Profit & Loss.

Before using this process, the relevant Kinds must be mapped to the appropriate Freelancer overhead cost accounts.