Create a Miscellaneous invoice

Miscellaneous invoices

When would you use one:

You want to create and send an invoice to a customer outside of the usual monthly cycle

How to create a miscellaneous invoice:

Customers/Invoices. Click “+” to add a new misc. invoice

Or: Invoicing: Action Invoices. Click "+" to add a new misc. invoice.

Enter or update the invoice number and dates.

Click “+” to add lines to the invoice:

Choose a Product Template using the drop-down.

Make any changes.

Code – Product code. From the Product template.

Product Label – displays on the invoice

Site – optional, please assign a site if relevant.

Supplier – optional, occasionally used to display on the invoice

Service and Service Item – optional, occasionally used to display on the invoice

GL Code – Will be a required field if you use General Ledger codes for exporting your invoice. Not required/used for Quickbooks, ConnectWise or Autotask.

Product Category - optional, occasionally used to display on the invoice

Cost – Required. This is your internal cost. Not displayed on the invoice, used for profitability reporting.

Sell – Required. The unit price you are charging your customer

Quantity – Required. Quantity * Sell is the value that will display on the invoice

Total Cost/Total Sell – display only. Determined by the Cost, Sell, Quantity above.

Cost Centre – optional

Exclude Surcharges – USA only. This invoice line won’t be used in the surcharge (Cost Recovery Fee) calculation if this box is checked

Tax Inclusive – USA only. If you’re not sure leave this unchecked.

Is Hidden – this line won’t display on the invoice if this box is checked and the “Sell” is zero.

Tax code – USA and Canada only. Tax code as determined by the tax partner that did your tax mapping. Required for USA and Canada

Extra fields – optional. For your own administrative purposes.

Press Save.

Press Save on the invoice header also.

Note this is now only a DRAFT invoice. In IUSA or Canada, it does not have any taxes on it. For all countries, there is no PDF.

To generate the actual invoice, go to menu: Invoicing/Action Invoices, or Customers/Invoices.

Select the invoice

Choose “Generate Miscellaneous”

or:

You now have an invoice, you can view in the usual manner.

Send to the customer, export in the usual manner.

Note - Export to ConnectWise (if required) should use the option “ConnectWise Multiline”. This will export to a Miscellaneous invoice in ConnectWise.