In Winner, you can create invoices and print a hardcopy, export a .pdf file, send via e-mail or create an ASCII file to send to the customer.
Note: You must have the ASCII extension on your account, please contact your local support team to add this to your account.
Note: You must have the ASCII extension on your account, please contact your local support team to add this to your account.
Creating an invoice
Generate an invoice from Project level or Design level:
- At Project level, left-click to select the desired design and click the Invoicing button.
- At Design level, on the menu bar select Design > Invoicing and payments.
The Invoices and payments window will then open.
Invoices and payments window
Note: For more information about this window, see Invoices and payments.
In the Invoices and payments window:
- Next to the payment Payment calendar, click the Prepare invoices drop-down menu.
- Select one of the following options:
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Create one invoice per payment calendar line - make an invoice for each individual calendar line.
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Create single invoice for selected payment calendar line - make an invoice for the line selected.
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Create single invoice combining all remaining payment calendar lines - make an invoice for any remaining calendar lines that have not already been generated.
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Create one invoice per payment calendar line - make an invoice for each individual calendar line.
- In the Invoices. Payments and Credit notes table, the user will see their newly generated invoice.
Note: They will not be allocated an invoice number until you have printed or exported them, either by an email, to a pdf file or as an ASCII export (only applicable if you have the ASCII extension).
- Select the invoice in the table then click the Invoice drop-down button, located to the right, and select Print.
Note: you can select ASCII export from this drop-down menu as long as you have the ASCII extension on your account. You will see a pop up notification informing you of the filepath, click OK.
- In the Input date window, enter the necessary information and click OK.
- In the second Input date window, enter the Invoice sent date and Due date, and click OK.
- In the case of ASCII export a notification of the filepath where the ASCII is stored will appear. Click OK to this and the process is complete.
For print, send email and export pdf proceed to step 8.
- In the Select form: Invoice window, select the desired form and click Print to print a hardcopy, Send E-mail to email a copy, and Export PDF to create a .pdf file.
Note: Users can also click Preview to view the invoice.
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