Adding invoices in SNAP enables you to run reports showing the invoice breakdown, this can be useful for tax purposes. The creation of invoices also ensures that transactions are marked ‘reconciled’ and therefore removes them from your Invoice Reminder chase lists.
To create an invoice directly from the document screen follow the steps below:
When viewing the document in SNAP select Options and then Create New Invoice.
You will now be presented with a template for creating your invoice. You will see that some of the information has been prepopulated into the template from the document. Complete the mandatory fields plus any other detail required for your invoice.
To add the invoice breakdown, simply select + Add Line Items to expand the template
You can now add the line item/s by selecting from the drop down and adding a description and quantity if required.
Entering a value into the gross field will calculate the Net and Tax breakdown for you. Once you are happy with this detail select Add Line.
If you make a mistake you can remove the line item by clicking on the '-'
Once all the line items are added – select Create to create the Invoice.
The invoice will auto link to any associated Transactions/Deployments.