How do I raise a contract invoice?

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 " Reports & Settings Maintenance Options System Administrator Platinum Settings Contract Costings Links Sales Ledger" is set to 'Yes'.

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.

See also

How do I Produce a Text Invoice in Platinum?

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Keywords AND Misspellings

Contract, contract, invoice, document, credit note, assign, allocate