You can set EQ to invoice from the delivery note so that an invoice is raised just the for products being delivered. You need to be using advanced delivery notes (available in EQ Professional)
Other forms of invoicing are part invoicing (free type amount) or full invoicing.
This article covers:
Create an invoice (immediately from delivery note)
Create an invoice (when the delivery note was previously raised)
Setup
1. Go to System Config > Invoice Layout
2. Tick the box Enable Invoicing from the Delivery Note
Note that you must disable 'Price Options' (where you can lock prices) as this will not work with delivery note invoicing.
Create an invoice (immediately from delivery note)
- Create a delivery note from your order (see how to create a delivery note).
- You will be prompted "Create Invoice?" once you have clicked Update to the delivery note. Click Yes.
- The invoice screen appears with the date and totals already completed. You can amend the date if required but the values are calculated as a sum of all the products you have just delivered.
If you have a requirement to reverse charge the VAT for the appropriate products/services you can tick Reverse VAT Invoice. This will move the portion of the VAT for any Fitting products (on the delivery note) to a special section and leave the remaining products VAT as normal. For more information read this article VAT reverse charge on invoices and credit notes. - Click Save Invoice & Print and the invoice will be created allowing you to print/preview.
The invoice will be created with it's own invoice number and will be stored with all invoices on the invoices tab of the projects screen and the customer screen.
Create an invoice (when the delivery note was previously raised)
If your delivery note has already been raised, follow these steps to raise an invoice for those products:
- Open Projects > Delivery Notes
- Locate your delivery note by the Del Note or Order Ref.
- Right-click the Del Note and select Invoice Delivery [Create]:
- The invoice screen appears with the date and totals already completed. You can amend the date if required but the values are calculated as a sum of all the products you have just delivered.
If you have a requirement to reverse charge the VAT for the appropriate products/services you can tick Reverse VAT Invoice. This will move the portion of the VAT for any Fitting products (on the delivery note) to a special section and leave the remaining products VAT as normal. For more information read this article VAT reverse charge on invoices and credit notes. - Click Save Invoice & Print and the invoice will be created allowing you to print/preview.
The invoice will be created with it's own invoice number and will be stored with all invoices on the invoices tab of the projects screen and the customer screen.