The Invoicing Module consists of the Invoice Creator, Invoice Manager and Invoice Payments. There are many settings and options that need to be considered and configured before you start using farmerswife for invoicing. The articles on invoicing are meant to be a guide, but we strongly recommend that you discuss your specific needs with a farmerswife Product Specialist.
Invoice Creator: Provides a quick overview of which Projects are available for invoicing (pre-payments, part invoices, final invoices) and allows to design and create invoices for single or multiple Projects and Media Orders (if licensed), as well as unreferenced invoices. It is used as the Pro Forma or Pre Invoice place where the newly created invoices are kept until all necessary changes and additions have been made.
Invoice Manager: When the initial invoice has been approved internally or by the client, depending on the established workflow, then it is moved to the Invoice Manager where it becomes a legal invoice with an invoice number. This is also from where the invoice should be printed to send to the client. It is also possible to send it directly by mail from the Invoice Manager. Within the Invoice Manager all sent invoices can be tracked and accessed at any time for reports and to update payments or create credit notes.
Invoice Payments: Finally, if your Invoices are often paid in parts, then the Invoice Payments module helps to keep track of these payments and to follow up on unpaid invoices.
The three sections of the Invoice Module, i.e. the Invoice Creator, Invoice Manager and Invoice Payments, are accessed directly through the Navigation bar at the top of the application.
Access can only be granted to Advanced Users, of the type 'Tasks / Bookings / Rates’. If a Tab is missing please go to the Toolbox > Settings > Display > Module Bar Setup and select Invoice Payments, Invoice Manager and Invoice Creator to be shown.
By enabling the user permission Invoice Module Access, the users get access to the Invoice Creator, and by enabling the Access Invoice Manager permission, they also get access to the Invoice Manager.
Access to Invoice Payments will be available for those Users with these two permissions enabled, after it is activated in the Server Setup > Financial Tab and displayed through Toolbox > Settings > Display > Module Bar Setup.