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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.New Line Item
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This defaults to a Material type line item (e.g. a PVC Pipe), but you can switch to a Labour 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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Review Line Items
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Tap View / Edit Invoice Items if you need to add further items to the invoice. To include tax in your pricing, tick the Tax Inc. tickbox. |
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Quick options
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If you haven't yet added items to your invoice, you may see the following quick options, depending on the items included on your task and/or how your task was set up:
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Add items to an invoice
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Tap View / Edit Invoice Items to add or view line items. From here, select the relevant option. See the tabs below to learn more about each option. |
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Adhoc
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Tap Adhoc to manually enter the details of an item and tap Save once finished. Use this for items not in your inventory.
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Std Mat
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Tap Std Mat to add existing inventory items to your invoice.
Tap the relevant category (and sub-categories, if applicable) to find the relevant item and enter a quantity. Tap Save to add the item to your invoice. Alternatively, tap Search to easily locate the item you're looking for. You can also use the barcode scanning feature. Tap Inventory Lists to switch to the Inventory Lists view. |
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Inventory Lists
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Tap Inventory Lists to select inventory items
This works in the same way as searching inventory and you can either browse through your categories and subcategories, or tap the Search button. |
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Quote
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If your task was built from a quote, tap Quote to pick and choose which quote items to add to your invoice. Simply enter a quantity for each item and Save. Invoice all 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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Task
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Tap 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. |
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Supplier Catalogues
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Tap Supplier Catalogues 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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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. Items without a cost are marked with a red banner. Show this Tap an item to view further information, e.g. markup and discount, or make any modifications. Delete item Tap an item and tap Delete > OK to delete it from the invoiced items. Show this |
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Override quote value
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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, override it by selecting the Override Quote tickbox and Save. This function is also available from the Quote Picklist option. See above. |
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