In Winner, users can create invoices and then print a hardcopy, export a .pdf file or send via e-mail to the customer.
Creating an invoice
Users can generate an invoice from Project level or Alternative level:
- At Project level, left-click to select the desired alternative and click the Invoicing button.
- At Alternative level, on the menu bar select Alternative > 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 or to a pdf file.
- Click the Invoice drop-down menu, located to the right, and select Print
- 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 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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