Streamline Your Workflow with Self Billing Invoices for Teams

Self billing invoices for teams

hey guys today we're going to have a look at supplier invoicing for self-build suppliers in order for a supply to be self-build you will have needed to fill out government documentation and had yourself and the supplier sign it to enter into a legal agreement that you are able to raise invoices on their behalf to do this we can go in to look up supplies and drivers details and select the supplier in question and if we click on the link on the right here that will take us to the government website where we'll be able to download these forms and then print them out get them signed and get them sent back to the taxman once we have got them signed we can then tick this supplier for self billing and we can put in the date that this the agreement was made once the date is in here and they're ticked for self billing any jobs are completed after on or after that date will be entered as self-build jobs and we'll be able to raise invoices for them once we have jobs in there for self bill in in order to create the invoices for them we would go into finance and supply a self building just before I do that I want to go into finance and sales invoices this screen you should now be familiar with and this is where you will create your sales invoices to pass on to your customers for them to pay you well I want to bring your attention to in here is the settings at the top here where we have an area to put the invoice date an area to filter out for specific customers an area to produce invoices and an area to reprint invoices should we need to if we come out of that screen and now go into the supplier self billing screen you can see here that it is very similar to the sales invoices screen we have an area to put our invoice dates we have a filter to filter for specific suppliers we have an area to produce our invoices and we have an area to reprint them should we need to in order to select invoices or select jobs for invoicing exactly the same as with the sales invoices you can select specific jobs cell to invoice or we can select the multi select tool and pick a number of jobs and click mark for invoicing and it will mark all of those or indeed you can unmarked for invoice and it unmarked closed or if we're doing a sell sales batch run we can just select all and it'll select all the jobs there unselect those and I'll just zero these back up again so when you come into this screen the actual cost will all be zeros estimated cost is what we have as a cost against those jobs typically your actual cost should be the same as your estimated cost and when you click on process it will update that automatically if there is a already a cost an actual cost placed against a job when you go to process it you'll get a pop-up asking you if you want to replace the current with the estimated I'll say no for a moment just save it at that point if you have a large number of invoices you're doing in a run and there are some places where the prices are different then you may need to find those this can be done by clicking on the show differences which will highlight the lines that have a difference in price if it is a mistake and you know they should be the 112 50 in this case the simplest way to change it back is to one ticket and retake it and this time answer yes to the question then if we show differences it will remove that red line once we have selected I'll cast our jobs that we want to invoice for we will need to save the selection and we'll go on to our produce invoices area now the actions are exactly the same as in the sales invoices we can preview we can commit and preview which will then allow us to print out the invoice and we can commit an email which will commit the invoice show as a preview that we can print out and it will automatically email the correct invoices to the correct suppliers providing that the suppliers have an email address set up against them in the lookup suppliers table typically there is only one invoice template in here which is the standard self billing invoice however if you have paid for a customized invoice this is where you'll be able to select them from the drop-down box once we have selected which invoices we want to create and what action we wish to do we can simply click on go and you can see here that is put an invoice number against the jobs so in this case the jobs for damia Barry are all invoice five thousand and the jobs for Cho Jane Dodi logistics are thousand five thousand and one although this is only a preview so it hasn't stamped those invoice numbers against it if I drag in the invoices that have been produced we can see the invoices for David Bowie has his jobs listed on here and his amount due to you at the bottom here and this can then be passed on to the driver or the supplier with the amount that you are paying him if I go on to the next one we can see the ones for chain dos logistics and again the jobs that she's completed and the summary at the bottom here thanks for watching you