This guide describes new Invoice Format functionality included in Kimble Release 1.24. We have also attached a .pdf version for your convenience.
In Kimble Release 1.24, Kimble has introduced the ability to control which Revenue Items are included on an Invoice created during Batch Generation.
New fields have been added to the Auto Invoice Generation section of the Invoice Format form that determine which Revenue Elements will and will not appear when Invoices get generated by a Batch Process.
An Invoice Format defines how revenue items that will be included on an Invoice/Credit Note are grouped and presented when the Invoice/Credit Note is generated. Using the Auto Invoice Generation section, you can now control which Revenue Items are included on Invoices if Invoice Mode is set to Auto.
On each Invoice Format, you can determine whether Invoices will:
- Include Deposit
- Include Deposit Adjustment
- Include Expense Item
- Include Milestone
- Include Period Revenue
- Include Revenue Adjustment
- Include Time Entry
Multiple Auto Invoice Formats may be used to automatically generate separate Invoices for each Revenue Type. For example, one Invoice Format may be used to generate an Invoice containing Time Entries, and another may be used to generate an Invoice for Expense Items. The Batch process will generate separate Invoices for each Invoice Format that is set to Auto.
|Please consult Kimble before making changes to existing Invoice Formats or creating new Invoice Formats.|