Invoices

Anything to do with the invoicing section of buildXACT

How to use the invoicing section
  See this video for information and instruction on how to invoice - https://www.youtube.com/watch?v=ySPcmi14C24
Tue, 15 Jan, 2019 at 4:43 PM
Can I add my bank details to invoices?
Bank details can be entered in the terms and conditions field. Once added, Buildxact will remember your terms and conditions for future invoices.
Tue, 15 Jan, 2019 at 4:46 PM
Does Buildxact handle retention?
Retentions are set up at the point of converting an Estimate to a Job. This will be at the bottom of the pop up that appears once you accept the Estimate. ...
Tue, 15 Jan, 2019 at 4:48 PM
How can I send a summary of the invoices to my client?
A summary of your invoices and variations can be printed/emailed to anyone at any point through the job, even before the estimate has been accepted. See be...
Wed, 23 Jan, 2019 at 3:33 PM
What's the easiest way to send just one invoice, for a small job for example?
  There are two ways to do this.  Create a Contract price job, enter the amount you want to invoice for and click on the ''Invoicing...
Tue, 15 Jan, 2019 at 5:03 PM
How to receive client invoices
There are two ways to receipt client invoices Fully receive Part receive When you change an invoice status to "Invoiced"  you have the ...
Tue, 15 Jan, 2019 at 8:19 PM
How to change a contract job to a cost plus job or vice versa
The only way to do this is to copy the original estimate and convert that to a job. When you convert it to a job this is where you can select th...
Tue, 15 Jan, 2019 at 9:26 PM
Can I save sets of job invoices?
In the job, invoicing tab click on the cog in the top right, then choose "Save as preset" and "Manage preset buttons. To use the preset you h...
Tue, 15 Jan, 2019 at 9:30 PM
Can I show the purchased items on my cost plus invoice?
In a cost plus job, click into the invoicing section and click the cog, in the men turn on "Show cost plus breakdown" In addition t...
Tue, 15 Jan, 2019 at 9:33 PM
Commercial/completion percent based invoicing
Buildxact can run completion percent invoice jobs in three ways: With no retention held Retention held based on the contract figure excluding variations ...
Tue, 15 Jan, 2019 at 9:35 PM