Manage Invoices

Manage Invoices

Introduction

Managing Invoices allows auditors to generate, share, and track invoices for completed jobs with their clients/firms. Here's more information about Manage Invoices:
  • To generate and share invoices with firms, access the Manage Invoice page.

  • The page lists all firms with details like Fund Name, ABN, Year, Label, Invoice Date, Amount, Status, and Days from the date of import.

    • Actions available: 

    • Generate Invoice, 

    • Post Invoice to Xero, 

    • View,

    • Download, and 

    • Share.


Generating an Invoice

To generate an invoice for a specific firm, follow these steps: 
Step 1: Click on My Practice > Manage Invoice. 

my-practice-manage-invoices

Step 2: Click on the Generate Invoice icon in the Action column for the desired firm. 

generate-invoice

Step 4: On the appearing page, check/edit the details of the invoice info, once done, click on Post to Xero. 

post-to-xero

Step 5: Click on Create Add-on to add add-ons to your invoice. 
Step 6: Once done, hit Post to Xero.

create-add-on

Step 7: View the invoice's firm details, billing details, and add-ons as needed. 

view-invoice

Filters

  • In the Manage Invoices page, you can use Filters to view invoices based on Year, Generated status, Not Generated status, or Source.

Export as PDF

Step 1:- Click on My Practice > Manage Invoices.
my-practice-manage-invoice

Step 2:- Click on the Export PDF icon from the top taskbar and the PDF including all that your screen shows will be downloaded and will be downloaded to your device.

export-pdf

Share With Firm

This option is only available for the funds imported through SMSF Sorted. 

Step 1:- Generate Invoice with the help of the steps mentioned above.

Step 2:- A Share With Firm Icon will be displayed on your screen, click on it.

share-with-firm

Step 3:- You will receive a confirmation toast message on your screen.

invoice-shared-successfully

Step 4:- Once the Invoice is shared with the firm, the same icon will display the date and time when the invoice was shared last. You can click on it to share the invoice again.

last-shared-on-date-and-time

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

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