Invoicing

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In single-project view click while in single-project view.

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.

 

General

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:

1.delivery date and price entered in each sub-project (exceptions here)
2.completion date entered in the main project. Exception: Partial invoices).

 

More essential information on invoices:

To design the invoice layout with your logo, address details etc. go to >User settings >Forms >Letter.
As an alternative, invoices can be printed in MS-Word
To alter thewording on invoices, add other language(s) etc. go to >User Settings >Forms >Invoice.
Generally, each sub-project will appear as an invoice item (exceptions).
You can create more than one invoice from any project (Partial invoices)
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 contact in 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.

 

MS-Word print: Both of the above options can be performed on an MS Word template instead of the TOM layouts.
After printing the status in all invoiced projects is set to "invoiced". An Open item has been created in Finances.

 

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.

 

Option "Show project subtotals"

When this option is checked each project on the invoice is shown with its project price, otherwise only the individual sub-project prices and the final invoice total are shown. Displaying the project subtotals makes sense for invoices with few projects and many sub-projects each. The opposite would be an invoice with many projects and few sub-projects.

 

Option "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.