Invoicing
Partial Invoice and Deposit workflow
Deposits A deposit enables charging for a portion of the job as a deposit before commencing production. Only one deposit can be created per job or order. A deposit cannot be created if an invoice exists for the order: When the order is subsequently ...
v46 - Create Detailed Invoice
Introduction This development was done to allow an external system or person to create an invoice like a person would if they were logged into printIQ Most of the functionality that is available on the create invoice page is available through the new ...
Supplier Invoicing (Purchase Order Flipping)
Applies To Users wanting to set up printIQ to enable Suppliers Users to input their invoice details for Completed and Dispatched Outsource Purchase Orders directly into printIQ. Common Uses: To setup, configure and use Outsource Purchase Order ...
Site Access - Limiting user access to Invoices and Purchase Orders via ‘Sites’
Introduction Based on the ‘Site’ linked to a user account, you can limit access on the following boards: Awaiting Invoice Invoices Inventory Purchase Orders Outsource Purchase Orders Example All Access All Access – To be able to access information on ...
References - Adding Invoice References
Introduction Invoice reference definitions can be added via the ‘References’ screen: References List As with all references in printIQ, ‘Invoice’ references can be defined as: Text (free type) – Alpha numeric strings can be entered into the reference ...
Invoicing - Emailing an invoice to multiple contacts
Introduction Multiple contacts can be flagged as ‘invoice defaults’ against a customer record to be included when an invoice is emailed out. From the ‘Customer Details’ screen, make your way down to the Contacts section. Here you can easily see what ...
Create Freight Misc Charge Setting
The setting Create misc charges on freight change has been expanded from a simple Boolean (yes / no) to options Please contact our customer support team to enable this function. This setting controls how printIQ manages price changes to shipping that ...
Invoicing Mode
Invoicing can be configured to prompt the user to choose the way the invoice is to be structured. With this configured you get a confirmation modal before creating an invoice which asks how you would like to invoice. You can set different invoice ...
References - Billing Subsidiaries
Reference Lookup Type – Billing Subsidiaries There is a new Reference Lookup type available to all references, called Billing Subsidiaries… It works with customers that have been set as the ‘Billing Customer’ for other customers – as in a Head Office ...
Mark an Invoice as Unsent
Rollback ‘Sent’ Invoices to ‘Approved’. Only Users with the role ‘Invoice Admin’ can ‘roll-back’ the status of Sales Invoices from ‘Sent’ to ‘Approved’ allowing the invoice to be edited and emailed or printed again. Under the ‘hamburger’ in the top ...
Disable creation of draft copy in invoice
How to disable the creation of a draft copy of an invoice in Settings. Settings > Search draft > Invoicing_Can CreateDraftCopy marked as No. Expected Outcome : The Create Draft Copy option is missing. If Settings > Search draft > Invoicing_Can ...
Supplier Invoice
Supplier Invoice Your Purchase Invoices can be found under the menu item Accounts > Manage Invoices. All suppliers should be loaded under the FACTORY site. Customers should be loaded under the relevant Business Sites, if there is more than one. In a ...
Invoicing Method Dropdown Selection (applies to Detailed Invoicing only)
The following applies when invoicing by operation only (Detailed Invoicing) the quantity on each operation line can be controlled by IQ. The Invoicing Method can be configured for Guillotines, Presses and Operations. When invoicing by job, the ...
Creating and Managing Invoices
Create an Invoice (Single Jobs) To create an invoice from the job, go to the “All Jobs Board” tab, filter by Awaiting Payment then select the required job. Here you can add a miscellaneous charge if required (see accounts ‘ Adding a Miscellaneous ...
Partial Invoice
When you need to partially invoice a job you need to use the ‘Misc Charge’ function in the job details page: NOTE: if you want to invoice a percentage of the cost: Refer to the quote to see the full cost. Click the quote link to see the quote: ...
Miscellaneous Charges
Adding a Miscellaneous Charge You can add miscellaneous charges to jobs within the ‘Job Details’ screen. The admin window will open: You can select from the list of ‘Charge Types’ in the dropdown: Enter the additional cost and details and click ...
INVOICING - Void an Invoice & Invoice Lock Down
VOID AN INVOICE You can only void an invoice that is in Draft. If the invoice is approved or sent then you would need to create a credit note against it and re-create a new invoice. If the invoice has not been sent to your customer, after you create ...