How-To: Create Client Invoices

Created by Kenneth Abad, Modified on Thu, 15 May at 5:02 PM by Kenneth Abad

Table of Contents

Creating a New Invoice
Cloning An Invoice
Permissions

Creating a New Invoice

On this page, we will go over how to create an invoice in Umbrava and submit it to your client.

Step 1: Using the search bar at the top of the page, search your Work Order or Project to go to the job.

Step 2: Click into the Invoices tab or click the '+' button and select 'Invoice'.

All invoices created for the job will be on the invoice tab, including invoices converted from proposals.

Step 3: Fill in the Scope of Work and Bill To fields and hit 'Save'.

Step 4: Click the "Add Line" option to create your line items.

Make sure you've selected the correct Category and Trade. With rates uploaded, the items can be selected to automatically fill in your Unit Charge. Type in the Qty (Quantity) and your totals will be automatically calculated based on all of the fields in the line item.

Step 5: Upload any closing documents to your invoice for your client.

Step 6: Verify the information in the invoice.

Step 7: Click "Save" in the top right corner of the screen.

Step 8: Click the 'Submit' button then 'Save' to send the invoice to your client.

Cloning An Invoice

Cloning an invoice makes an exact copy of your invoice, but bring it to the open status. This will allow you to make changes and resubmit with any changes that you may need to make.

Step 1: Click "Invoice" at the top of the page and search the invoice number to clone.

Step 3: Select the "Clone" option.

Step 4: Click the confirmation pop up to be brought to the newly made Invoice.

Step 5: Make any changes as needed.

For more information, please click here to see full documentation of Client Invoices.

To get more information on Client Billing requirements, click here.

Permissions

Work Order Invoice

View	Gives you visibility of the Client Invoices section of a work order.
Add New	Allows you to create a new Client Invoice in a work order.
Change State	Allows you to Submit/Approve/Reject a client invoice.
Edit Any State	Allows you to edit the status on a submitted/approved/canceled/rejected Invoice Requires the 'Edit Fields' permission.
Edit Fields	Allows you to edit a work order client invoice in the 'Open' state.
Export	Allows you to download and send email from the work order client invoice.
Submit Over DNE (Depends on "Change State" setting)	Allows you to submit a client invoice that has a charge higher than the work order DNE.
View Audit	Allows you to view the audit on a work order client invoice.
Edit Line Item Tax	Allows you to edit the Tax section of the Line Items. Requires the 'Edit Fields' permission.

Project Invoice

View	Gives you visibility to the Client Invoice section of Projects.
Add New	Allows you to create a new Project Client Invoice.
Change State	Allows you to Cancel/Submit/Approve/Reject.
Edit Any State	Requires the Edit Fields permission. Allows you to edit the status on a submitted/approved/canceled/rejected Invoice
Edit Fields	Allows you to edit the Quick Details, Scope of Work, Line Items, and Disclaimer of an Open Client Invoice.
Export	Allows you to Download and Send Email from the Project Client Invoice.
Submit Over DNE (Depends on "Change State" setting)	Allows you to submit a Client Invoice with a higher charge than the vendor NTE.
View Audit	Allows you to view the Client Invoice Audit.
Edit Line Item Tax	Allows you to access and edit the Tax section of the Line Items table, and you can edit the Taxable column and the Tax % column.

How-To: Create Client Invoices

Creating a New Invoice

On this page, we will go over how to create an invoice in Umbrava and submit it to your client.

Step 1: Using the search bar at the top of the page, search your Work Order or Project to go to the job.

Step 2: Click into the Invoices tab or click the '+' button and select 'Invoice'.

Step 3: Fill in the Scope of Work and Bill To fields and hit 'Save'.

Step 4: Click the "Add Line" option to create your line items.

Make sure you've selected the correct Category and Trade. With rates uploaded, the items can be selected to automatically fill in your Unit Charge. Type in the Qty (Quantity) and your totals will be automatically calculated based on all of the fields in the line item.

Step 5: Upload any closing documents to your invoice for your client.

Step 6: Verify the information in the invoice.

Step 7: Click "Save" in the top right corner of the screen.

Step 8: Click the 'Submit' button then 'Save' to send the invoice to your client.

Cloning An Invoice

Cloning an invoice makes an exact copy of your invoice, but bring it to the open status. This will allow you to make changes and resubmit with any changes that you may need to make.

Step 1: Click "Invoice" at the top of the page and search the invoice number to clone.

Step 2: Open the context menu in the top right of the invoice.

Step 3: Select the "Clone" option.

Step 4: Click the confirmation pop up to be brought to the newly made Invoice.

Step 5: Make any changes as needed.

Permissions

Work Order Invoice

Project Invoice