Video tutorial
Tutorial content:
- Example of assigning worksheets to a contract
- Sample order invoicing and worksheets
In the upper gray bar, click on the application group STORE, and then open the contract you want on the page. On the Contract items tab, we can see the items that are included in our contract. Next we will show the billing of time sheets. So we click on the Human Resources tab and then press the New time sheet button. In the open form, we fill in the description and determine the number of Time worked. When we're done, click the Save button. In the table Time sheets we see the time sheet we created.
Now we go to the Finance tab, where we can see a detailed overview of the contract. In the next step, we will show you how to create and edit a new invoice outgoing. We will remain on the Finance tab and click on the New invoice out button. We will check the invoice friendly name in the form, and then click on the Copy from contract button. In the table Uninvoiced contract items we will now check the item we copied and press the Copy from contract button. If we really want to copy the selected items from the selected contract to this invoice, we click on the OK button. In the table Invoice items we now see the items we require. If time sheets are assigned to the contract, which we also wish to invoice, we will add them to the invoice by pressing the Copy from time sheets button. A specific invoicing period can be set on the Dates tab. If we really want to copy all unaccounted time sheets assigned to the selected contract, we click on the OK button. We now see the copied time sheets in the Order Items table. When we're done, we'll save the invoice record. In the table Issued invoices we now see the invoice record we created. We also see that the data in the order overview has changed. Of course, we can create or assign other issued or received invoices to the contract, which are related to it in some way. After all the required financial documents have been assigned, the status of the order will change to Invoiced, which can be seen on the General tab. This closes the order. Finally, click on the Save button.