Difference between revisions of "How do I raise a contract invoice?"
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== Summary == | == Summary == | ||
| − | This article will | + | This article will explain how to raise an Invoice for a Contract and automatically assign this to the contract. |
| − | {{Note|You can only do this if the | + | {{Note|You can only do this if the {{DataPrompt|Contract Costings Settings|Links|Sales Ledger}} is set to {{DataValue|Y}}. |
| − | + | == More Information == | |
| − | + | Invoices or Credit Notes related to Contracts are raised in {{Menu|{{SL}}|Invoice/Credit Notes}}. For help with this, see [[How do I Produce a Text Invoice in Platinum?|here]]. | |
| − | *Enter the Contract number. | + | |
| − | *Enter the Nett | + | Create the document that you require here and once you have accepted the invoice, you will see the "Allocate To Contract" screen. |
| − | {{Note|The | + | |
| − | *If the | + | * Enter the Contract number to which this document relates. |
| − | *Once you have finished allocating against contracts | + | * Enter the Nett Amount of the document that relates to the contract number. |
| + | |||
| + | {{Note|The document being raised can be for more than one contract or for the contract and other charges not relating to the contract.}} | ||
| + | |||
| + | * If the document is for more than one contract, you can continue to enter contracts and allocate the amounts. | ||
| + | * Once you have finished allocating against contracts, press {{KeyPress|ESC}}. If you have not allocated the whole amount of the document, you will be asked to confirm if you wish to leave the amount un-allocated. Enter {{DataValue|Y}} to confirm the un-allocated amount or {{DataValue|N}} to go back and continue or revise your allocations. | ||
== See also == | == See also == | ||
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Revision as of 15:13, 22 February 2018
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
This article will explain how to raise an Invoice for a Contract and automatically assign this to the contract. {{Note|You can only do this if the "Contract Costings Settings" is set to 'Y'.
More Information
Invoices or Credit Notes related to Contracts are raised in " Sales Ledger Invoice/Credit Notes". For help with this, see here.
Create the document that you require here and once you have accepted the invoice, you will see the "Allocate To Contract" screen.
- Enter the Contract number to which this document relates.
- Enter the Nett Amount of the document that relates to the contract number.
 | The document being raised can be for more than one contract or for the contract and other charges not relating to the contract. |
- If the document is for more than one contract, you can continue to enter contracts and allocate the amounts.
- Once you have finished allocating against contracts, press <Esc>. If you have not allocated the whole amount of the document, you will be asked to confirm if you wish to leave the amount un-allocated. Enter 'Y' to confirm the un-allocated amount or 'N' to go back and continue or revise your allocations.
