Create an Invoice

Learn how to create deposit invoices, sales invoices and more in AroFlo Office

Updated on January 29th, 2024

AroFlo offers a range of invoicing options. When invoicing, you can create different invoice types:

  • Final invoices for any balance due at the end of a task.
  • Part Invoices for deposits or progress claims during a task.
  • Sales Invoices for charges that are not related to a task (such as over-the-counter sales).

Click the expand below to have us walk you through picking the most appropriate invoice type or click the invoice types above to be taken straight to their relevant instructions.

Help me decide which kind of invoice to make

Are you invoicing a job?

No

 

Yes

 
 

Create a Sales Invoice

 

Is the job complete?

No

 

Yes

 
 

Create a Part Invoice

 

Create a Final Invoice

 
 
 

Create a Final Invoice

A final invoice is created from a completed task. Once the status of a task is 'Completed', the Create Final Invoice button appears.

 

To create a final invoice:

  1. Go to Workflow > Completed
  2. Locate the Task to invoice and click the Task name.
  3. Click Create Final Invoice at the bottom of the task worksheet.

The Invoice Worksheet will then appear.

 

Create a Part Invoice

A part invoice can be created at the start of a job or during the course of a job to invoice the client for part of the work undertaken.

 

To create a part invoice:

  1. Go to Workflow > Current
  2. Locate the Task to invoice and click the Task name.
  3. Click Invoices in the middle of the task worksheet.
  4. Click Create Part Invoice.

The Invoice Worksheet will then appear.

Click the Invoices button on your worksheet…
…then Create Part Invoice to raise a deposit.

 

Create a Sales Invoice

Sales invoices are used for charging costs that are not directly related to a Task or Project, such as over-the-counter sales of items.

 

To create a sales invoice, go to Create > Invoice.

Alternatively via Accounts > Invoicing > Create Sales Invoice

 

The Invoice Worksheet will then appear.

 


Once you have created an invoice, you can complete the Invoice Worksheet.