This section covers the process of creating a Job Project Client Invoice in SapphireOne. This functionality allows you to bill clients for job project purchases and resource transactions, ensuring accurate invoicing and financial tracking. The steps are as follows:
- Navigation – Go to Job Projects > Job Projects > Data Entry and then select the Job Project Client Invoice item. SapphireOne will display the Job Project Client Invoice Entry screen, ready for data entry. Note that data entry on the Details and More Details pages will require immediate input.
- Details Page – This is the first of over 10 pages displayed when entering a job project client invoice.
- Job Project Details area – The cursor will default to the Project ID entry field. Enter the Project ID or use the wildcard options to search for the correct Project ID.
- Instructions Area – Enter any notes or instructions for this invoice.
- Standing Transactions Area – Do not set up this area unless this invoice is intended to become a standing transaction for the job project.
- Client Details Area – Normally, if a client is linked to a project, the Client ID will be automatically entered by SapphireOne. Alternatively, the user must manually enter a valid Client ID to link this invoice to a job project. While the Contact data entry field is populated from the Client’s master record, the user may alter this if required.
- Other Areas – Users should check the remaining areas on this Details page and enter data as required.
- Lines Page – This is the second page of a job project client invoice, where data must be entered to finalise the invoice.
- Transaction details area any transactions that have been allocated to the job project will be displayed here when the user selects the load look or auto button .
- Review Client Details – Client details, including outstanding balance and credit limit, are automatically loaded from the Client’s master file and displayed in the Information Tab area.
- Enter Invoice Text – The mailing address automatically populates from the Project ID. Modify or delete any text in the Invoice Text entry field as needed.
- Attach Documents – Use the Document Paperclip to scan and attach any documents related to the transaction.
- Double-check all entered details for accuracy.
- Click on Save to finalise the invoice.
For more detailed instructions, please refer to the Job Projects > Job Projects > Job Project Client Invoice article.