Invoices

Invoices/receipts can be printed for all jobs, or invoices can be exported to a text file for importing into other software.  The invoices screen, which is shared with the delivery reports screen can be accessed from the reports menu.

If the print invoices selection is ticked, this screen will print all jobs that have been scheduled for the specified date range but have not been marked as being paid.  If the job has been paid, you must select the print receipts option.  Invoices can be printed for any given date range, and it will print invoices for all jobs that were delivered within this date range.  You can also specify whether to print invoices for all customers, for account customers only, for a specific account customer, or for all non-account customers.  

An invoice list can be generated by using the check-box at the bottom of this screen.  This list can be useful for cross-referencing later or for entering invoice amounts into accounting programs.

Invoices can be exported to a text file for importing into 3rd-party software such as accounting programs or spreadsheets.  To do this the Generate Export File option should be selected at the bottom of this screen.  Select a filename (the default is c:\skipman.txt) and the file will be generated based on the date range supplied.  The fields exported to this file (in this order) are:

• Surname
• Given Name
• Job Date
• Customer Order Number
• Job Description
• Account Number
• Amount
• Tax Inc Amount
• Payment method
• Name on Card
• Card Number
• Card Expiry
• Delivery Docket Number
• Tax/ABN Number

If you wish to use the invoicing system and you are required to add tax to your invoices, remember that the value for each job must include tax - this will be automatically separated when the invoice is printed.  For example, if you have a job that you want to charge $100 for, and your tax rate is 10%, then the skip value saved in the system should be $110, since this is what the customer will actually pay.  The invoicing system will automatically print an invoice indicating that the actual price of the job is $100 and the tax is $10.  The tax rate also applies to additional fees and delivery fees.

Invoices can be customised and tax information entered from the options screen.  The company logo can be added to the invoices from the options screen.

Remember - To be able to use the Invoicing system properly you must mark jobs as paid in the Payments screen when they are paid, otherwise they may re-appear if the list is reprinted.  Invoices are only printed for jobs which are scheduled and unpaid, however ALL invoices within the given date range (whether paid or not) are generated when they are exported to a file. Delivery Manager does NOT perform any accounting software functions and as such the invoice printing facility should be used only where no other form of customer invoicing is available.  Professional accounting software, or the services of a professional accountant should always be used for business accounting.