In this article
- How do I order fixed costs and process the invoices?
- VIDEO: Fixed costs ordering & invoicing
- ACTIVITY: Test your learning
- Want to know more?
How do I order fixed costs and process the invoices?
When a project has been accepted onto site you can need to start ordering/processing any fixed costs. This video covers the processes and workflows around ordering fixed costs and processing their invoices in Chalkstring.
By the end of the video you will know how to filter any fixed costs you require, add them to an order, send the order to your suppliers, edit the order and process any invoices.
Once a fixed cost order has been marked as 'Sent', you have the ability to log one or more invoices against that order.
Depending on your access permissions, invoices can be managed in the fixed costs section of the onsite project or from the invoices section of the offsite accounts menu.
Once you have located the order that the invoice relates to, you can enter the details of the invoice reference, date, value and VAT rate. A photo or imagine of the invoice can also be uploaded.
Invoices can be queried where necessary and approved for payment by your external 3rd party account software.
Fixed costs ordering & invoicing
The following video (7 mins) covers:
- How to order fixed costs (0:22)
- How to process fixed costs invoices (5:22)
We regularly issue software enhancements and updates so your Chalkstring screens may look different to those shown in the video.
Test your learning
Now that you have learned more about fixed costs ordering and invoicing, try it out for yourself. The following activity documents contain practice examples to apply what you've learned.
Want to know more?
- Previous topic: Processing material invoices
- Next topic: Logging progress
- Learning programme activities