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.
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