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54.8 Multi-Line Invoice

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54.8.1 An Invoice must have at least one filled line item.

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For more information on the various fields on a line item see the section "Enter Invoice Lines" in this manual.

 

54.8.2 Enter the line description, Ex Tax amt and select Tax Type from the drop down list. For every completed line item, the Invoice Ex Tax Amt, Tax & Invoice Amt (mid left) gets updated and shows the running balance.

 

54.8.3 Use Zoom box to view or type more text

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To view or paste paragraphs of text on a multi-line item, click the specific line item and press SHIFT+F2

 

54.8.4 Fill from Quote

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Create invoice lines using Quote details of a Job. The default 'Tax Type' tax amount will be automatically calculated for each line generated.

 

Fill from Task

Create invoice lines using job details of QShow-flagged tasks. The default "Tax Type" tax amount will be automatically calculated for each line generated.

 

Fill from Timesheets

Auto-fill invoice lines from timesheets allocated to the invoice.

 

Different options are provided:

Time - group Work Type - fills the total extension for each work type.

Time - group Work Type & Rate - fills total timesheet hours by work type and rate.

Time - group Work Type by Class - - fills the total extension for each work type and Department Class (Business Edition / Corporate Edition ONLY).

Time - group Task Code - fills the total extension for each task code and Department Class (Business Edition / Corporate Edition ONLY). Fixed price and time & material tasks are grouped separately.

Time & Disb - group CBCode - fills the total extension for each work type.

Time & Disb - group Crew - fills the quantity, unit, rate, and total extension for each crew.

Time & Disb - group Task & Crew - fills total crew hours by task and crew.

Time & Disb - group Task, Crew & Disb - fills total timesheet hours by task and by crew, and fills disbursements by task

Time & Disb - group Task & Work Type - fills total timesheet hours by task and work type.

Time & Disb - group Task & Work Type with Disb Heading - fills total timesheet hours by task and work type, and fills disbursements and groups them separately from timesheets.

Time & Disb - group Task, Work Type & Disb - fills total timesheet hours by task, groups by work type and fills disbursements by task.

Time & Disb - group Work Type & Rate - fills total timesheet hours by work type and by rate if they differ.

Disb - group Work Type - fills the quantity, unit, rate and total extension for each work type.

 

Speed Invoice

 

Create invoice lines and automatically allocate all timesheets/disbursements to the invoice. If CBCode is enabled, total for timesheets and disbursements will be grouped based on CBCodes.

 

54.8.5 Create Invoice Lines of Combined Fixed Price and Time & Materials Tasks

 

To create invoice lines with a combination of fixed price (quoted) tasks and time & materials (T&M) tasks in Latitude, you need to add fixed priced tasks before adding T & M tasks. To do so:

 

Select 'Task' from the 'Fill from: Task' drop-down.

On the next screen, click appropriate checkbox(es) to include fixed price tasks.

Click the 'Fill Invoice' button.

Alternatively, select all tasks by clicking the 'Include All' button at the bottom of the screen and delete non-fixed price tasks in the generated invoice lines.

 

Select 'Time & Disb - group Work Type and allocate' from the drop-down.

On the next screen, click appropriate checkbox(es) to include T & M tasks.

Click the 'Fill Invoice' button.

 

NOTE: Before you can create an invoice from a combination of Fixed Price and Time & Materials tasks, these tasks must exist. To set up tasks of these types, read 'Add Task' of this HTG.