Getting started: creating invoices

Creating invoices

To access the invoicing function in Vertec, right-click on the project > New, or on the menu button with the +, and select Invoice. The invoice number is generated automatically depending on the system settings.The current date is entered as the date. You can overwrite this, if necessary.

Vertec automatically includes all open services, expenses and downpayments for the project on the invoice. If you set a From and/or To date, the entries are added or removed accordingly.

Printing invoices

When you have the final invoice on your screen, you can use the Print menu item to print various reports, such as invoice, cover letter, invoice lists as attachments, etc.

Charging invoices

If you are happy with the invoice, you can set it to charge using the Charge button. This locks the invoice in Vertec, which means no further changes can be made. Downpayments are also locked in this way. The services, expenses and outlays shown on the invoice are converted from open to charged.

For detailed information on invoicing, see here.