Create an invoice

In advaise.app you can create invoices for:

• Fixed price engagements
• Time and materials engagements
• Invoices not related to engagements

Before creating an invoice, ensure these steps have been completed:

• For fixed price engagements:

• Add milestones to the engagement financials tab, and include the milestone value.
• Mark the milestone as complete.
• Any completed milestones that have not previously been invoiced will be included in the invoice.

• For time and materials (non-fixed price) engagements:
  • Approve all staff timesheets and expenses associated with the engagement booking code.
  • Approved staff timesheets and expenses associated with the engagement booking code that have not already been invoiced will be automatically added to the invoice.
• Invoices not related to an engagement:
  • Approve all staff timesheets and expenses associated with the client or booking code.
  • Approved staff timesheets and expenses associated with the client and/or booking code, which have not been invoiced, will be automatically added to the invoice.

These are the steps involved in creating and managing an invoice in advaise.app:

1. Create a new invoice by clicking on the + Add button on the Invoices screen.

2. Give the invoice a name that is meaningful to other staff members
3. If the invoice relates to an engagement, select the engagement booking code.
4. If the invoice is not related to an engagement, select the relevant booking code or client.
5. Enter the invoice due date.
6. Add comments on the invoice. This is useful where there is a variation to what was originally agreed, for example if there is a discount or credit.
7. Click the Save button.

8. Completed milestones, approved staff timesheets and approved expenses associated with the booking code that have not already been invoiced will be automatically added to the invoice.

9. Add additional items to be invoiced that aren't covered by milestone payments, staff timesheets, or expense claims.

10. Review the invoice document and update if required. Remember to hit the Refresh button for any updates.

11. Request approval to issue the invoice to the client.

12. Once approved, download the invoice and send it to the client.

13. Update the invoice summary to mark it as invoiced and update the invoice date if required.

14. When payment is received, update the invoice summary to mark it as paid and record the date paid.