Difference between revisions of "How do I raise a contract invoice?"
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== Summary == | == Summary == | ||
This article will explain how to raise an Invoice for a Contract and automatically assign this to the contract. | 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 {{Menu|Contract Costings Settings|Links|Sales Ledger}} is set to {{DataValue|Y}}}} | + | {{Note|You can only do this if the {{Menu|Contract Costings Settings|Links|Sales Ledger}} is set to {{DataValue|Y}}.}} |
== More Information == | == More Information == | ||
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== See also == | == See also == | ||
[[How do I Produce a Text Invoice in Platinum?]] | [[How do I Produce a Text Invoice in Platinum?]] | ||
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{{KB_Tags|Contract, contract, invoice, document, credit note, assign, allocate}} | {{KB_Tags|Contract, contract, invoice, document, credit note, assign, allocate}} | ||
{{KB_CC}} | {{KB_CC}} | ||
Revision as of 11:04, 1 March 2018
Summary
This article will explain how to raise an Invoice for a Contract and automatically assign this to the contract.
 | You can only do this if the " Contract Costings Settings Links Sales Ledger" 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 and once you have accepted the document, 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 if some of the value is not related to contracts or 'N' to go back and continue or revise your allocations.
