Versions Compared

Version Old Version 21 New Version 22
Changes made by

Smadoa GmbH

Smadoa GmbH

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

FieldDescriptionRemarks
CustomerCustomer picker. 
ProjectProject picker. 
Invoice Number

Invoice number, refers to both of the two fields

  • Invoice No.
  • Invoice ReferenceRf. No.
 
From, ToDate range, refers to the invoice date. 

...

FieldDescriptionRemarks
DateInvoice date you have set when creating the invoice. 
Invoice No.Invoice number (automatically generated).This number is automatically generated in case you have activated the Invoice Documents feature (see General Configuration).
Invoice Ref.No.(External) invoice reference/number you have set when creating/editing the invoice. This is usually a reference to an invoice document that has been created in a different system. 
CustomerCustomer (if available) 
ProjectProject key.Accounts can only contain work logs of one single project.
NameName you have set when creating/editing the invoice. 
TextText with further information for this invoice.optional
CommentAdditional comment (e.g. to explain why there is a difference between the result from ictime and the billed sum)optional
Total (Billed)Total that has been or will be charged to the customer. This value is has been entered manually by the user and it might not be the same like the caculated total from ictime.optional
Total (Calculated)The (financial) amount to be billed that is calculated by ictime (based on the report that was used to create this account). 
TextText with further information for this invoice.optional
CommentAdditional comment (e.g. to explain why there is a difference between the result from ictime and the billed sum)optionalStatus

Status of the invoice:

  • Open: The invoice has been created, but no invoice document has been created (= the feature for invoice document creation was switched of when creating the invoice).
  • Cancelled: The invoice has been cancelled. For details see below.
  • Document Created: An invoice document has been created for this invoice. This means that you can no longer cancel the invoice, but would have to cancel the invoice document first (create a credit note, see below).
  • Document Cancelled: If you have cancelled the invoice document (have created a credit note), the invoice itself will get this status. You can now cancel the invoice and "release" all work logs of this invoice again.

Invoices created with previous versions of ictime do not show a status. They basically behave like invoices in status "Open", so you can cancel them.

 
Invoices

Depending on the status of an invoice, the following operations are available:

  • View/Edit Invoice (always available)
  • View Invoice Details (always available)
  • Cancel Invoice (available in status "Open" or "Document Cancelled" and for invoices without status)

For details, see below.

 
Documents

Depending on the status of an invoice, the following operations are available:

  • Download Invoice PDF (in status "Document Created", "Document Cancelled" and in status "Cancelled", if an invoice document had been created)
  • Download Credit Note PDF (in status "Document Cancelled" and "Cancelled", if credit note document had been created)
  • Cancel Invoice Document/Create Credit Note (available in status "Document Created")

For details, see below.

Info

Please note that it is not possible to create invoice documents for existing invoices. Invoice documents can only be created as part of invoice creation, and this process takes place only once.

View/Edit Invoice

Via the

icon, you can view the invoice's base data and project accounting references. For a description of all fields, please refer to Charge Work Logs - Create Invoice. Most fields of an invoice can't be changed once the invoice has been created. The only fields you can edit at any time, are:

FieldDescriptionRemarks
(External) Invoice Ref. No.(External) invoice reference/number you have set when creating/editing the invoice. This is usually a reference to an invoice document that has been created in a different system.optional
NameName you have set when creating the invoice. 
Total (Billed)Total that has been or will be charged to the customer. This value is entered by the user and it might not be the same like the caculated total from ictime.optional
TextText with further information for this invoice.optional
CommentAdditional comment.optional

View Invoice Details

 

Cancel

...

Invoice

Invoice Documents

Cancel Invoice Document / Create Credit Note

...