In case of a project not yet invoiced: you will see all completed projects for the current client, giving you the option to issue an invoice for the current project or for all completed projects in one invoice.
In case of a project fully invoiced: you will see invoice information and functions such as re-print, or send by e-mail.
In case of a project partially invoiced: another invoicing is possible and information about existing invoice(s) is available.
You can include any number of completed projects in one invoice. However there are some conditions that must be met for a project to be allowed to be invoiced:
delivery date and price entered in each sub-project (exceptions here)
You can create an invoice for the current project specifically
You can create an invoice from within a sub-project for that particular sub-project only
You can decide whether or not to print project-related sub-totals on your invoice.
You may include or exclude the client's department and/or contactin the invoice address
You can add a custom notice to the invoice
You can add free text to any sub-project (invoice item)
Each new invoice appears as an Open item in the Finance section (outgoing invoices).
To generate the invoice:
While in single-project view click .
Check the list of invoicable projects (if any) in the list and de-select as possibly required.
Note: by default each project will appear as "invoicable" in the list.
If required, activate the partial payment option, allowing you to invoice a project with an empty delivery date
Click on either or .
You are going to see the new invoice in a Preview allowing you to abort the process and make any necessary changes.
After printing the status in all invoiced projects is set to "invoiced". An Open item has been created in Finances.
Note Invoices can be printed using an MS Word template instead of the TOM layouts. To read more click here.
A number of invoice options makes invoicing a flexible process.
"Enable part invoice option"
While the standard invoicing procedure sets the project status to invoiced and locks it against further invoices, this option leaves the project open for more invoices at a later time. Continue reading here: Partial invoices
When this option is checked each project on the invoice is shown with its project price. Displaying the project subtotals makes sense for invoices with multiple projects only. One-project invoices certainly do not need this option (will because Total Net and Subtotal will be identical).
This option will bypass the print dialog and saves the invoice as a PDF file fully configured to the path specified in Program Settings. requires a
"List Translation Files"
Use this option to display a complete listing of translated files, separated by a semicolon, on your invoice. TOM inserts the list in an extra row beneath each project row on the invoice. An i icon ("info") displays the list in a tooltip.
You can define an introductory phrase (such as "Files translated") in both, Invoice and Offer form templates, in User Setting | Forms
IMPORTANT TOM will search the files in the FIRST SUBFOLDER to your Project Folder! Make sure you have defined one and that the original files are stored in it!
In Offers, it is the TOP LEVEL of your Offer folder.gang .
Manipulating page breaks in long invoices
On multi-page invoices the page breaks may not always turn out ideal. However, you can increase the gaps between the different invoice rows millimeter-wise to improve that situation. Choose the "Adjust" option until the print view is ok.