Create a Miscellaneous invoice

Datagate Support | Nov 29, 2021

Read this document for an overview of how to create a miscellaneous invoice.

If you have any questions, don’t hesitate to contact the Services Team.

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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:

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

Or go to Invoicing: Action Invoices. Then 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, and 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.