Converting an invoiceable to an invoice

The 'Convert to Invoices' feature allows you to convert an invoiceable from the various sections of the progress payment sub-tab, choose specific dollar values or percentages to charge for each invoiceable, also which line items to include (for a detailed invoiceable) and then create an invoice for your client. 

NOTE: Only accepted variations are able to be selected in this method.  

Start by clicking the tick box to the left on the invoiceable you want to convert to an invoice, this will display a pop up with 'Convert to Invoice/s' button or select the 3 dot menu beside the Invoiceable and click Convert to Invoice . Once you have clicked Convert to Invoice, your invoice options will display.

Here you can:

• Select an invoice reference if you want to make a custom one or leave this blank and it auto create an invoice reference for you in sequential order
• Select invoice date
• Select invoice due date
• Select your total invoice amount by dollar value or percentage (if you are only wanting to partially invoice the client)
• Select which line items of your detailed invoiceable you want to invoice as well as the dollar amount or percentage. If this is only a single line item it will show just the $ or % option. 
• Type a message for your Accounts team which will be included in the email notification to advise them the invoice has been requested. (This is used for Non Xero clients for invoice creation messages to the accounts team)
• If you are using FMS there is also an instructions box. This will add the instructions into the invoice as the first line. 

FMS option

Instructions Box is showing as line one on the invoice. Message Box is internal only doesn't show anywhere 

Non  FMS

Message Box used to send notes to the accounts team for the invoice creation. 

Once you've made your selections on the 'Convert to Invoices' pop-up, select the 'Approve Invoice' button to confirm.

This will create the invoice(s) or credit note(s), notify your accounts team to take action, and if you are connected to Xero, this will push the invoice(s) or credit note(s) to Xero as a draft also.

The Progress Payment page will update, displaying the invoice number in the Invoices column, with the Date Invoiced and Invoiced to Date columns populated - the Balance column will also be updated with the remaining balance to be invoiced.

Moving over to the 'Invoices Out' sub-tab, you'll see that there have been multiple categories selected for this invoice. Clicking on the Invoice Number (from the reference column) to open the invoice.