We spend a lot of time listening to feedback from our clients. One of the most important, utilised and recognised features is our Commusoft Invoicing system. It is comprehensive and designed to suit our customers' ever changing and adapting needs and workflows.
As such, we've recently been working on making our invoicing even more comprehensive and descriptive; we have decided to add a few additional invoice types to make things even clearer with regards to the exact nature of all the invoices you produce.
Whereas before we only broke these down into Partial, Final and Retention invoices on top of the Initial one. We've done some research and gathered feedback from all of you and now, the Commusoft system now has a number of new invoice types:
- Deposit - This can only be raised as part of an estimate. This will be automatically created once the estimate is accepted and turned into a job. This invoice value will automatically be deducted from the final invoice. This used to be called an initial invoice.
- Interim - This invoice can be raised as part of any job, whether its from an estimate or not. This invoice will automatically be deducted from the final invoice total. You can have as many interim invoices as you like and these will total together and be removed from the final invoice total.
- Additional - This invoice can be raised as part of any job, whether its from an estimate or not. This will not be taken into account on a final invoice. This used to be called a partial invoice.
- Final - This invoice will close the job down. If you have raised the job from an estimate, the final invoice will automatically be filled in according to the estimate pricing. If you have any deposit, interim, or retention invoices, these will be deducted from this value.
- Retention - This can only be raised as part of an estimate. This will be automatically created once the estimate is accepted and turned into a job. This invoice value will automatically be deducted from the final invoice. When this invoice is set in the invoice schedule section of the estimate, you will set a time-scale on this invoice, e.g 12 months, this means the payment will not be due for 12-months plus the credit days.
- Payment charge - This invoice can be created in the system if you'd like to set a percentage charge for taking certain types of payments. This is not deducted from the final invoice.
As you can see from the screenshot above, all of these are listed in your system settings and are totally customisable if you use different terminology within your current workflows or you just don't like the words we're using (we won't take it personally!). You can edit and amend these any time you need to!
You can check our website for any further updates and we look forward to hearing from you all!