How do I add non-work order spends to an invoice?
Add Spends To Consolidated Invoices.
- Head to Settings and select Uncaptured Spends
- From here, users can select multiple spends they want to add to an invoice using the checkboxes
It's important to note - only spends with the same Contractor, currency and invoice group can be added to the same invoice.
- Users will then see the option to Attach to Invoice in the blue bar
- From here, users will see the option to add the costs to an existing invoice, where they can then select the invoice
- Or, users can create a new invoice
- Creating a new invoice will require users to fill in form details such as descrition, financial period and closing date before hitting Save
- Once added, users will then see a success message showing the invoice
- Users can head to the invoice view screen where they will see the spends under Other Costs
