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You can further customise the terms and add additional text to the invoice at the point of creation. After clicking the Search button you will see you list of invoices that are ready to be generated. Click on the Invoice number of the invoice you want to customise.
Click edit edit within the invoice. This is useful if you want to add some specific information to that invoice, you can also edit the body of the invoice. Any changes made will be shown on an audit trail.
You will then be able to edit fields that are shown in the body of the text, address details, and add additional custom text. When you have made your changes, scroll down and click save.
Please note: net, vat and gross values cannot be changed. Even if you edit units and rates within the body of the invoice, the net, vat, and gross will not change.
How do I send out an invoice?
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You can override the primary email address set against the placement prior to invoice generation. Go to the Invoicing tab on the placement and tick the Override Default Sales Invoice Contact. You can enter multiple email addresses by separating them with a comma. Please note that Street 1 and Town or County MUST be completed for the sales override details to be used otherwise the default client invoicing details will be used.
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