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 - Select Customers then choose 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 |
- Press Save then press Close.
▼ Via Invoices and credits - Select Invoices and credits then New invoice.
- Under Format select Service from the dropdown.
- 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.
- Press Save then press 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.
