Difference between revisions of "How do I raise a contract invoice?"
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== Summary == | == Summary == | ||
This article will explain how to raise an Invoice for a Contract and automatically assign this to the contract. | This article will explain how to raise an Invoice for a Contract and automatically assign this to the contract. | ||
| − | {{Note|You can only do this if the {{ | + | {{Note|You can only do this if the {{PlatinumSettings|{{CC}}|Links|Sales Ledger}} is set to {{DataValue|Yes}}.}} |
== More Information == | == More Information == | ||
| − | Invoices or Credit Notes related to Contracts are raised in {{Menu|{{SL}}|Invoice/Credit Notes}}. For help with this, see [[How do I | + | Invoices or Credit Notes related to Contracts are raised in {{Menu|{{SL}}|Invoice/Credit Notes}}. For help with this, see [[How do I produce a text invoice in Platinum?|here]]. |
| − | Create the document that you require | + | Create the document that you require and once you have accepted the document, you will see the "Allocate To Contract" screen. |
| − | * Enter the Contract number to which this document relates. | + | * Enter the {{DataValue|Contract number}} to which this document relates. |
| − | * Enter the Nett Amount of the document that relates to the contract number. | + | * Enter the {{DataValue|Nett Amount}} of the document that relates to the {{DataValue|contract number}}. |
{{Note|The document being raised can be for more than one contract or for the contract and other charges not relating to the contract.}} | {{Note|The document being raised can be for more than one contract or for the contract and other charges not relating to the contract.}} | ||
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== See also == | == See also == | ||
| − | [[How do I | + | [[How do I produce a text invoice in Platinum?]] |
| − | + | {{KB_Tags|contract, invoice, document, credit note, assign, allocate}} | |
| − | {{ | + | {{How}}{{KB_CC}} |
Latest revision as of 05:34, 19 June 2019
Summary
This article will explain how to raise an Invoice for a Contract and automatically assign this to the contract.
 | You can only do this if the " Reports & Settings Maintenance Options System Administrator Platinum Settings Contract Costings Links Sales Ledger" is set to 'Yes'. |
More Information
Invoices or Credit Notes related to Contracts are raised in " Sales Ledger Invoice/Credit Notes". For help with this, see here.
Create the document that you require and once you have accepted the document, you will see the "Allocate To Contract" screen.
- Enter the 'Contract number' to which this document relates.
- Enter the 'Nett Amount' of the document that relates to the 'contract number'.
| The document being raised can be for more than one contract or for the contract and other charges not relating to the contract. |
- If the document is for more than one contract, you can continue to enter contracts and allocate the amounts.
- Once you have finished allocating against contracts, press <Esc>. If you have not allocated the whole amount of the document, you will be asked to confirm if you wish to leave the amount un-allocated. Enter 'Y' to confirm the un-allocated amount if some of the value is not related to contracts or 'N' to go back and continue or revise your allocations.
