Settings for Client Invoices
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    Settings for Client Invoices

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    Article Summary

    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 sequence,
    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 sequence
    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 kind so there is only one line for the 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.


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