Creating an Invoice
Learn how to create an invoice in Teamleaf, made simple using information you've already added to the Task
Step-by-Step Guide
Finance
Invoicing
Step 1
See Earnings
Before you create your invoice, you can see the earnings that can be added to the task by looking in the 'Shifts & Work Bank' section, or in the 'Finance' section
Step 2
Invoiced and Uninvoiced
You can see how much is Invoiced or Uninvoiced in the 'Finance' section, on the 'Invoices & Payment Applications' row of the table. Click this row to see any Invoices or Payment Applications that have already been added to the Task
Step 3
Add Invoice
To add an Invoice, click the 'Add' button in the top right of the Finance section, then click 'Add Invoice' in the dropdown menu that appears
Step 4
(Optional) Change Title
The invoice will automatically be given a title, which will just be the Task Title, if you wish, you can change this to whatever you want
Step 5
Select PO Number
Next, select a PO Number from the dropdown menu, or create a new PO number
Step 6
(Optional) Change Invoice Date
By default, the invoice date will be today's date, if you wish you can click the Invoice Date field to change this.
Step 7
Add References
Next, add the Payment Reference and the Reference
Step 8
(Optional) Change Due Date
A due date of a month from the Invoice date will automatically be added, but if you wish you can change the Due Date manually
Step 9
Finance Submit and Sign Off
If required, tick 'Finance Submit' and/or 'Sign Off Invoice'
Step 10
Select Earnings for Task
By default, all earnings will be added to the task, but you can select and deselect earnings by using the checkboxes to the left. The checkbox at the top will select/deselect all earnings, while the checkboxes beside individual earnings will select/deselect just those earnings
Step 11
(Optional) Change VAT options
By default, standard 20% VAT will be applied to each of your earnings, but if required, you can click the dropdown menu in the VAT column to change them
Step 12
(Optional) Add to 'Contents & Validity' & 'Earnings (Advanced)'
If required, you can add additional detail to the invoice in the 'Contents & Validity' section, or include additional earnings in the 'Earnings (Advanced) section
Step 13
Click Save
To create your invoice, click the 'Save' button in the bottom right of the menu
Step 14
See your invoice
You have now created your invoice. You can find the invoice in the 'Invoices & Payment Applications' section, or find a CSV version under the 'Media' section
