Difference between revisions of "How do I raise a contract invoice?"
From Catalyst
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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 {{DataPrompt|Contract Costings Settings|Links|Sales Ledger}} is set to {{DataValue|Y}}. | + | {{Note|You can only do this if the {{DataPrompt|Contract Costings Settings|Links|Sales Ledger}} is set to {{DataValue|Y}}}}. |
== More Information == | == 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]]. | 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]]. | ||
− | Create the document that you require | + | 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 {{DataValue|Contract number}} to which this document relates. |
− | * Enter the Nett Amount of the document that relates to the contract number. | + | * Enter the {{DataValue|Nett Amount}} of the document that relates to the {{DataValue|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.}} | {{Note|The document being raised can be for more than one contract or for the contract and other charges not relating to the contract.}} | ||
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+ | {{KB_Tags|Contract, contract, invoice, document, credit note, assign, allocate}} | ||
{{KB_CC}} | {{KB_CC}} |
Revision as of 10:56, 23 February 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" 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.