Post a customer invoice for work completed
Example:
- We've completed work for Bloggs and Co, the main contractor
- We've invoiced them for £200 for labour and in this example, reverse charge VAT applies
- The contractor hasn't paid us yet
To post the invoice we sent to the contractor:
▼ Via Batch invoice - Click Customers then click Batch invoice.
- Enter the invoice details. In our example:
| A/C | Date | N/C | Details | Net | T/C | VAT |
| BLOGGS01 | Invoice date | 4000 (sales) | Work completed | 200.00 | T21 | 0.00 |
- Click Save then click Close.
▼ Via Invoices and credits - Click Invoices and credits then New invoice.
- Under Format select Service from the drop down.
- Enter the invoice details. In our example:
| A/C | Date | N/C | Details | Net | T/C | VAT |
| BLOGGS01 | Invoice date | 4000 (sales) | Work completed | 200.00 | T21 | 0.00 |
NOTE: For more information on creating a service invoice see the guide Create a service invoice. - Click Save then click Close.
The sales invoice is now posted. Once the contractor pays the invoice, we move onto the next step which is recording the payment received.