Allfred's invoicing feature has been enhanced to give you greater flexibility. You can now invoice amounts higher than specified in the budget, apply discounts with negative values, or add zero-value rows. This guide will walk you through each of these features, ensuring that you can manage your invoices more effectively.
1) Overinvoicing the Project
In some situations, you may need to invoice a higher amount than is specified in the project budget. Here’s how to do it:
In 2nd Step of Invoicing: Edit the Invoiced Amount
During the second step of the invoicing process, simply add the required value that exceeds the budgeted amount.
In 3rd Step of invocing: Transfer the Edited Amount
In the third step, click on the "Generate from budget items" button. This will transfer the edited amount from the second step to the final invoice, allowing you to invoice the higher amount.
2) Applying a Discount
If you need to apply a discount to an invoice, follow these steps:
In 2nd step of invoicing, enter the final values for each budget item you wish to invoice
In the third step of invoicing, you can add a new row with a negative value by clicking the "+" button.
Ensure Total Amounts Match:
The total amount in the third step must match the amount selected in the second step. For example, if you choose a budget item with an invoice value of 7,900 EUR in the second step and want to apply a discount of -100 EUR in the third step, you need to edit the initial item value. Increase it from 7,900 EUR to 8,000 EUR so that the total amount matches the selected amount from the second step.
Example:
Budget Item Value in Step 2: 7,900 EUR
Discount (Negative Value) in Step 3: -100 EUR
Edited Initial Item Value in Step 3: 8,000 EUR
3) Adding a Zero Value Row
You may sometimes need to include a row with a zero value on your invoice. Here’s how to do it:
In 3rd Invoicing Step: Add a Zero Value Row
Simply use the "+" button in the third step of invoicing to add a new row with a zero value. This can be useful for including items or services that you want to list without charging for them.
