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. 



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



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



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



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.


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.


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.



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



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.


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