Creating an Invoice

Learn how to create an invoice in Teamleaf, made simple using information you've already added to the Task

Finance

Invoicing

See Earnings

Before you create your invoice, you can see the earnings that can be added to the task by looking in the 'Shifts & Work Bank' section, or in the 'Finance' section

Invoiced and Uninvoiced

You can see how much is Invoiced or Uninvoiced in the 'Finance' section, on the 'Invoices & Payment Applications' row of the table. Click this row to see any Invoices or Payment Applications that have already been added to the Task

Add Invoice

To add an Invoice, click the 'Add' button in the top right of the Finance section, then click 'Add Invoice' in the dropdown menu that appears

(Optional) Change Title

The invoice will automatically be given a title, which will just be the Task Title, if you wish, you can change this to whatever you want

Select PO Number

Next, select a PO Number from the dropdown menu, or create a new PO number

(Optional) Change Invoice Date

By default, the invoice date will be today's date, if you wish you can click the Invoice Date field to change this.

Add References

Next, add the Payment Reference and the Reference

(Optional) Change Due Date

A due date of a month from the Invoice date will automatically be added, but if you wish you can change the Due Date manually

Finance Submit and Sign Off

If required, tick 'Finance Submit' and/or 'Sign Off Invoice'

Select Earnings for Task

By default, all earnings will be added to the task, but you can select and deselect earnings by using the checkboxes to the left. The checkbox at the top will select/deselect all earnings, while the checkboxes beside individual earnings will select/deselect just those earnings

(Optional) Change VAT options

By default, standard 20% VAT will be applied to each of your earnings, but if required, you can click the dropdown menu in the VAT column to change them

(Optional) Add to 'Contents & Validity' & 'Earnings (Advanced)'

If required, you can add additional detail to the invoice in the 'Contents & Validity' section, or include additional earnings in the 'Earnings (Advanced) section

Click Save

To create your invoice, click the 'Save' button in the bottom right of the menu

See your invoice

You have now created your invoice. You can find the invoice in the 'Invoices & Payment Applications' section, or find a CSV version under the 'Media' section