Overview:

The Quoted billing type is used with the Quoted Charge Type and is the simplest invoicing structure in Workbench. It is meant to be used for smaller jobs that have a known price to be billed on completion and where there is generally only one invoice issued per job. When the Get Sales button is pressed, Workbench will look for the Job Value field from the Job Maintenance of the selected job and will populate a manual line with that value.

Quoted jobs also support sub-jobs with a quoted billing type. Typically, the Header job will be Quoted with a Billing Consolidation Header Job with Sub Jobs, and the subjobs could be No Charge or Quoted with a Consolidation of Invoice Parent - Revenue on Job.

Surcharges and Discounts - Additional charges or discounts can be added at the time of billing. These can be a % of the sales value which is derived from the sales value at the time of billing or as a fixed Rate. Common uses for this can be applying discounts, adding Fuel charges, or a very particular scenario for Equipment Hire businesses where a Limitation of Liability can be charged. See details of how to configure this here.

Screen Guide:

Open

To create a quoted invoice, first navigate to Job Sales Invoices and click + New Invoice. Next, enter the Job Code that you want to invoice, and click Save (1) to commit the invoice into the system, populating the Invoice Number. Now that we have created the invoice, the Get Sales (2) button will appear. When clicked, the system will populate the line with the given Job Value. You can check this value in the Dates section first, and the resulting value can be edited as needed. If you did not populate the Job Value, you can enter one or more manual + New Line(s) and populate the fields yourself.

When the invoicing is being done for a Quoted Header Job and Quoted Sub Jobs, you would create a new invoice for the Header job, and on Get Sales there will be a line for the Header Job and Subjobs pending invoicing. The system will read the Job Value to populate the Invoice Line.

Once the Job or Subjobs have been invoiced, their Job Status is changed to Invoiced. If you require to invoice this Job again, changing the status in Job Maintenance to anything other than Invoiced will allow you to invoice it again.

Next Steps:

Once entered, the invoice can be sent for approval as per your company's approval structure and the invoice can then be finalised and sent to the client.