Settings for Client Invoices
  • 1 Minute to read
  • Dark
    Light

Settings for Client Invoices

  • Dark
    Light

Settings for Client Invoices

The Client Invoice Settings window allows you to specify how JobBag behaves when creating invoices.

Invoice Numbering and length of Invoice Numbers


Invoices Digits - enter the required no of digits
Invoices Last Used number - when you first use the system you enter a number and then JobBag maintains a log,
Allow special invoice number - tick this if required
Credit Notes - enter no of digits
Credit Notes Last Number Used - when you first use the system you enter a number and then JobBag maintains a log
Credit Notes Prefix - Allows you to create your own prefix eg CN instead of the default X

Default Invoice Value

Select one of the following options: “Quoted” or “Value” or “Greater of quoted or value”


Select one or more of the following options if you require them


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

Tick this option

Consolidate Kinds

If the same kind was used multiple times on an estimate or a previous invoice, when you create an invoice from the invoice window (new invoice) it will consolidate the kinds so there is only one line for each kind.

If test invoices require approval?

Select the following options

refer to XXXX for details of the process

Mark Invoices as Final

Enter a percentage if if you wish to mark invoices as final if invoiced more than % quoted

Default Information you wish to view on create invoice screen


Printing Options


Default Totalling Options

There are a few default totalling options:
The most frequently used option is category

There are other options for default totalling

Default sub totalling options

There are a few default sub totalling options:
The most frequently used option is 'kind/node'


There are other options for default subtotalling

Use category description

Select this option if you wish to use category description ( when the category name is different from category description)


Select template font

Force template font to be used for specification and invoice lines
An option to select the use of the template font in the invoice

Simplified View

When there are many lines on an invoice, if you enter a number for the number of lines, you are able to view a simplified view.


Was this article helpful?