In this article
- How do I process material invoices?
- VIDEO: Processing invoices
- ACTIVITY: Test your learning
- Want to know more?
How do I process material invoices?
Once a material order has been marked as 'Sent' you then have the ability to log one or more invoices against that order.
Depending on your access permissions, invoices can be managed in the materials 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 then 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.
Processing material invoices
The following video (8 mins) covers:
- Background to managing invoices (0.27)
- How to attach an invoice (1:49)
- How to query an invoice (5:20)
- How to approve an invoice and add a credit note (5:52)
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 managing invoices, try it out for yourself. The following activity documents contain practice examples to apply what you've learned.
Want to know more?
- Previous topic: Logging deliveries
- Next topic: Fixed costs ordering and invoicing
- Learning programme activities