Invoicing > Best Practice > DashboardWe often get the question, “Where is the best place to invoice from?” The best practice for invoicing is to always invoice from the highest “level” in iPoint. Invoicing properly from the proper module will provide the most accurate tracking methods and provide the proper information summary reports for the customer.
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Sales Order > Billing TabSales Order
If the job is part of a Sales Order, you should ALWAYS invoice from the sales order. There are many different accounting methods that can be applied to Sales Orders that cannot be used in other areas of iPoint. For more information on invoicing from a Sales Order, visit: Settings > Module Settings > Proposals > Accounting > Accounting Options.
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Project DetailsProject
If there is no Sales Order, for instance, a Service Project, or a Time and Materials Job, you should invoice from the Project Details Page. For more information on invoicing from a Project, visit: Accounting > Invoicing From a Project.
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Work Order > InvoicingWork Order
If there is no Sales Order OR Project, you can invoice directly from a Work Order. This should be rare and only used for one day or straightforward jobs that will not be completed over several Work Orders. The best practice is to have every Work Order associated with a Project. However, there are exceptions you may have. For more information on Invoicing from a Work Order, visit this page: Work Orders > Details
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Dashboard > InvoicesInvoice Directly
If there is no Sales Order, Project, or Work Order, you can simply create an Invoice from the Invoices Module. This is typically ONLY used in Point-of-Sale transactions. If you have a retail storefront and sell products directly to customers, you will use this process. For more information on Invoicing, visit: Accounting > Invoices