Cost Sheet

Go to New Invoice --> Select the Customer Name (which is automatically suggested by the system in regards with the job that you are in)

Select the type of Invoice and Posting Date.

Calculate your Income / Profit by filling your revenue column accordingly.

Flow Chart

**Note **: Make Sure to Select the type as Credit Note while offering a discount to the customer.

Actions Performed

• Approve - Approved Invoices are eligible to proceed further.

Approved invoices can not be edited unless we disapprove the same.

• Edit
• View
• Delete
• Disapprove
• Print

Advanced Features

Apply Quotation

If you are creating the cost sheet directly without a supplier invoice, then you can skip the step of filling the service details. “Apply Quotation” facilitates you to fetch the Job cost and service details at a single click. This Feature reduces redundancy and minimises the time consumption.

Assuming that there are corrections / variations in the quotation amount and the finalised/deal amount, the same can be modified without any hindrance. {This does not change the original quotation data, only the invoice amount will be revised.}

The Video inserted below explains you the working of " working of cost sheet " to have a better understanding

https://youtu.be/1WMKLzcn3M0

Cost Sheet List

Filters that are available to sort the Cost Sheet are,

• Date Filter
• Supplier
• Customer
• Jobs
• Status
• Created By

Deleted Invoices can also be viewed by enabling the option "Include Deleted Invoice" .

The Filtered data can be printed out using the Print button given next to Search Button. This prints the whole page of data.

Two types of print option is available here,

• Normal Invoice : All unapproved invoices can be printed out .
• Invoice List : All filtered data can be printed out.

Actions Performed

• Approve (if not approved yet)
• Disapprove
• View
• Edit (works on unapproved invoices )
• Delete (works on unapproved invoices )
• Print (works on approved invoices)

Updated on: 24/06/2024