Generate an Invoice

Modified on Thu, 4 Jul, 2024 at 12:04 PM

OVERVIEW

This article covers where Staff users can generate an invoice for a service completed in Kawaconn.

From the sidebar, go to a Reporting Services module and find your case to invoice.
- Tip: Use Next Task filters to identify services that require invoicing (Invoice Service...)
For the selected case, click their corresponding three dots and select Generate Invoice. (see Image 1)
A Create Invoice window is opened. Enter all essential invoice details.
- See below (section NOTABLE INVOICE FIELDS TO PROVIDE) for key fields to enter/edit.
When complete, select Create.

The following key fields should be considered when entering a new invoice (split by sections)

No fields to enter but Service Detail provides users information from the service that affects service items (and fees) to apply

Field	Importance in Invoice
Invoice For	Affects the amount to be paid by the Paying Company (based on Service provided) Default: Non-IRO
Paying Company	Represents the recipient of the invoice Automatically added from case details (changeable if required)
Service Items	Location to add fees to be displayed and charged on the printed invoice
Email For Sending Invoice 1 & 2	Location to add emails of which the invoice is to be sent to Select Same as Booking CM or Same as Accounting/Finance Email to automatically add the recipient email(s), obtained from User Accounts
Create Service Invoice in Accounting App	Tick to upload a copy of the invoice into your respective accounting software Only applicable if connections have been made in *System Configuration*
Send Service Invoice	Tick to send emails TEMPLATE_52 and/or TEMPLATE_52B to recipients upon saving

Field	Importance in Invoice
Booking Fee Type	Affects the split of the invoice that is paid between the provider and specialist Only important if the Invoice Amount affects the distribution of payments to both parties