Review Line Items
| From a final or part invoice, review the info in the Line Items and Invoice Totals sections and tap any of these to open the Line Items tab to see your invoiced items. |  |
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Once items have been added to your invoice, they'll appear in the line items area. Tap the + or - buttons to adjust quantities. If you want to use tax-inclusive pricing on your invoice, tap Ex. GST at the top of the line items. Swipe actions Swipe left to duplicate Show this |
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an item.Invoice Totals
| Slide up from the totals at the bottom, or tap anywhere in the Totals area, to view your Invoice totals. |  |
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Line Item Options
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Tap the options button
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in the Line Items header > Settings to access the Line Item Settings:
Add items to an invoice
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The easiest way to add items to an invoice is using the
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(green plus button) > Add Line Items and selecting the option you need.From Quote
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If your task was built from a quote, tap From Quote to pick and choose which quoted items to add to your invoice. Simply enter a quantity for each item and Save. Invoice all Alternatively, to add all your quoted items, tap the Inv All tickbox and Save. This option will also tell you:
Override quote value When invoicing under or over the total value of a linked quote, AroFlo will automatically include a Quote Variation line item to adjust the total of the invoice so that it equals the total of the quote. If you don't want to include this quote variation line item on the invoice, tick Override Quote Value. |
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From Task
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Tap From Task to select items from your task worksheet to add to your invoice. From here, tap the Add tickbox to select each item you want to add and then Save. If task items have already been added, you can adjust quantities of items by entering the value in the boxes. |
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From Supplier Catalogue
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Tap From Supplier Catalogue to directly access your preferred online Supplier Catalogue. Using this feature is useful for accurate material costs, as pricing is live from the supplier. |
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From Inventory
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Tap From Inventory to add existing inventory items to your invoice. Tap the relevant category (and sub-categories, if applicable) to find the relevant items and enter quantities. Tap Save to add items to your invoice.
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From Task SOR
This option will display if SOR items were booked out on the task.
Use this to quickly add all SOR items to the invoice.
New Line Item
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Tap New Line Item to manually enter the details of an item (ad-hoc item). Use this for items not in your inventory. This defaults to a Material type line item (e.g. a PVC Pipe), but you can switch to a Labor line item (e.g. ‘Installing Pipe’), a Freight line item (e.g. delivery charges), or an Expense line item (e.g. tip fees).
Optional fields
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View and Edit Invoice Items
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Once items have been added to the invoice, they'll appear in the Invoice Items list and be added to the totals area. Forgot to add a cost? Items without a cost are marked in red. See image. Tap an item to view further information, e.g. markup and discount, or make any modifications. You cannot change the type of item (e.g. change a labor item to material), but you can edit other details if necessary. See New Line Item, above for information on the fields. You can also duplicate or delete an item from here (also available using the swipe actions, above). |
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