Adjust invoice basis

When you create an invoice basis, the field Our reference is automatically filled in with the account manager. Under Customer reference, the main customer contact is displayed. Do you want to change any of the references? Just click on the pen icon Edit references

On the Invoice specification tab, you can adjust existing time registrations that are on the invoice basis. You can do this by clicking on the relevant row. You can edit most things - but not Hours worked, as this affects the employee's billing rate.

Need to add time to an invoice? Under the Invoice specification tab, click on New registration and select New time registration. You can fill in all the data as usual, except for time worked. Fill in the time in Chargeable time instead. As long as the invoice has the status Approve, you can modify or delete the registration by clicking on the row.

When you add a new registration for a task that has a fixed price, these hours will be invoiced over and above the agreed fixed price.

Under the Invoice specification tab, click on New registration and select New outlay registration. You can modify or delete the outlay as long as the invoice has the status Approve. Just click on the row to make your changes.

Are there any time or outlays that you want to invoice later? Click on the minus icon on the right side of the Invoice specification tab. The registration will then be removed from the invoice basis but remain and be available the next time you create an invoice basis. You can also choose to save an entire task for later - this will remove all time registrations for the task from the current invoice.

Do you need to add extra information? Click on the Add invoice text icon on the right hand side under the tab Invoice rows.