Installation Company ERP / CRM


How to Raise an Addition to Contract

  1. To raise an addition to contract invoice, you will need to save this invoice type in Admin first (there’s another video for this)
  2. Click on the menu and head to Contracts, ‘Live Contracts’.
  3. Find the customer you are looking to raise the invoice for, click the edit button to the right-hand side to open their Contract page up.
  4. Head to the ‘Invoices’ tab, and on the right-hand side press ‘+ Add Invoice’
  5. Select the invoice type as Addition, choose the raised for date – the description should be automatically generated.
  6. Click the relevant ‘Create Invoice From’, for example ‘Gross value (Manual).
  7. Type in the Gross, VAT code, click your tab button to move to each field Net and VAT should auto generate.
  8. Press save, and you will be taken back to the invoices screen.

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