The Contract Invoices Tab displays the invoices for a contract. Invoices can be added directly against a Contract or they can be added against an MWA for a contract. Regardless of the way in which the invoice was added, it will be displayed on the Invoices Tab.
The Invoices Tab is divided up into two parts. The top part of the tab is a summary list of all the invoices. You can see the invoice number, the date the invoice was received, and a summary of the invoice costs.
The bottom part of the tab displays the full details of the highlighted invoice, and you can enter new invoice details here. Invoices can be added in all stages of the life cycle except when a contract is Cancelled. Invoices can only be added to contracts where the contract type has Direct Invoicing checked in the Contract Types table.
The Invoice tab shows the following details:
Series - This is the MWA Series if the invoice was added for an MWA.
MWA Number - This is the MWA number if the invoice was added for an MWA.
Invoice Number - This is the unique invoice number.
Invoice Date - This is the date of the invoice. This defaults to the current date, but you can change this.
Date Received - This is the date that the invoice was first received. This defaults to the current date, but you can change this.
Date Processed - This is the date that the invoice was entered into Pinnacle. This defaults to the current date, and cannot be edited.
Processed By - This is the user ID of the person who entered the invoice into Pinnacle. This defaults to the current user, and cannot be edited.
Enter Item Costs - This indicates whether you want to enter individual item costs (Labour, Materials, Miscellaneous, Lump Sum) costs for the invoice, or whether you want to enter the total invoice costs. If this check box is checked, you can enter Labour, Materials, Miscellaneous and Lump Sum Costs. If this check box is not checked, you can only enter the VAT and Invoice Total costs.
Labour - This is the total labour cost for an invoice. This can only be edited if the Enter Item Costs box is checked.
Materials - This is the total materials cost for an invoice. This can only be edited if the Enter Item Costs box is checked.
Miscellaneous - This is the total miscellaneous cost for an invoice. This can only be edited if the Enter Item Costs box is checked.
Lump Sum - This is the total lump sum cost for an invoice. This can only be edited if the Enter Item Costs box is checked.
VAT - This is the VAT (Value Added Tax) component of the invoice.
Invoice Total (incl. Tax) - This is the total cost of the invoice, including VAT. If the Enter Item Costs field is checked, then you cannot enter the Invoice Total. Pinnacle will calculate the Invoice total as Labour cost plus Materials cost plus Miscellaneous cost plus Lump Sum cost plus VAT. If the Enter Item Costs field is not checked, then you can enter the Invoice Total.
The Invoices tab also displays a message to indicate whether the supplier for the contract is a tax registered supplier.