To raise a new contractor invoice

The procedure to raise a new contractor invoice is as follows:

1. Navigate to Quick Menu > Repairs > Finance > Invoice Details. The Invoice Details window is displayed.
2. Click on New Invoice. All fields are activated ready for data entry 1.
3. Using the Type drop-down field, select the parameter value appropriate for the transaction, specifically Invoice or Credit Note.
4. Using the Company drop-down field, select the specific company to which this new invoice relates.
5. Using the Entity type drop-down field, select the originator classification for the invoice i.e. Repairs Contractor; use the adjacent Contractor field to identify the name of the specific contractor to which the invoice relates.
6. Enter the Supplier reference into the field provided i.e. the unique documentation reference provided by the contractor.
7. Enter the invoice Date using the calendar ( ) icon, or type in the value directly 2.
8. Enter the total Net value and VAT value of the invoice. The Up and Down arrows are available to increment or decrement the values, as required.
9. Enter the Number of items to be consolidated within the single invoice i.e. the number of discrete transaction rows.
10. Using the Apportionment method drop-down field, choose the parameter value that reflects how the payment will be reconciled against the multi-line invoice i.e. All to first task, Evenly, or Percentage proportion.
11. Using the Invoice authorisation model drop-down field, select the required approval stages for this invoice, combining First level invoice authorisation and Second level invoice authorisation elements; otherwise choose the Standard behaviour option 3.
12. Use the Invoice notes field to add any contextual information relevant to the contractor invoice.
13. Click on Save.

Note

1 Upon first access, all fields are automatically activated ready for data entry; hence the New Invoice button is inactive.

2 The Payment due date will be automatically calculated based on the invoice date inserted, using the contractor's payment terms recorded against their internal account.

3 The Repair Limit attributes ascribed to an end user's account details determine their permitted invoice approval level.

See related topics...

Repairs invoice management overview

To add detail lines to a contractor invoice

To import invoice detail lines from a contractor statement

To authorise a contractor invoice

To cancel a contractor invoice

To create a new contractor