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CaseWare  Audit International
SE
SmartEngagement
Working Papers
CaseWare Working Papers
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CaseWare AnalyticsAI
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
PBC
CaseWare  Cloud Provided by Client Requests
Audit International
CaseWare  Audit International

Een definitieve factuur aanmaken

Deze functie is alleen beschikbaar bij gebruik van CaseWareCloud Time, een onderdeel van het CaseWare Cloud-pakket.

Meer informatie over Time.

After completing an engagement, you can create a final invoice directly from Cloud. Using the Billing app you can download the invoice in PDF format, or send it directly by email.

To create a final invoice:

  1. Ensure you have the Owner role for the client entity or the equivalent privileges.

  2. From the Cloud menu, select Billing.

  3. Klik op Nieuw.

  4. Enter a client in the Client field.

  5. From the Type drop-down menu, choose Final.

    The Create New Invoice dialog in the Billing app.

  6. Select Proceed.

  7. Enter the appropriate information in the Information, Transactions, Amount, Write Up/Down Allocation, and General Ledger steps.

  8. (Optional) Choose a template from the Invoice Template drop-down menu.

    For more information about invoice templates, see Create invoice templates .

    The Invoice Template drop down menu lists available templates that can be applied to invoices.

  9. Select Finalize to create a finalized copy of your invoice.

    The Finalize button creates a final invoice.

You have created a final invoice. The invoice is displayed on the Invoices tab of the Billing app.

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