General information
- Once a collective invoice has been activated, partial billing of estimates (example: taking over only 40%) is not possible any more
- If you’re interested in adding this feature, then please contact support@teambox.eu
- Collective invoices can be used for invoicing several jobs within one invoice and can be created based on manual input, expenses/efforts and estimates
Manually creating a collective invoice
- (1) You can manually add (several) costs and assign each cost to a specific job
- (2) Jobs can then be visually separated by inserting the cost types “Subheading” and “Sub total” as separators *)
Billing already recorded services according to expense/effort
- You can use the special function “Bill service” to copy already recorded expenses/efforts into your invoice
- (1) Choosing the relevant value from the drop-down “Level” will define whether the expenditure linked to the job, the area or the client will be copied
- (2) Use “Add Subtitle and Total” to automatically add subtitles and the subtotal *)
- (3) Now, select individual or all expenditures
Billing according to estimates linked to several jobs
- You can use the special function “Positions from Estimate” to copy data from already approved estimates
- (1) Choosing the relevant value from the drop-down “Level” will define whether the estimates linked to the job, the area or the client will be copied
- (2) Use “Add Subtitle and Total” to automatically add subtitles and the subtotal *)
- (3) Now, select individual or all estimates
*) The option “Add Subtitle and Total” is only available if layout positions (i.e. “Subheading”, “Inserted Text”, “Subtotal”, “Page Break”, “Break / Balance”) are activated in your TEAMBOX.