A certified claim becomes an invoice in Accounting

What moves

With the automated path switched on, a certified claim, an advance or a retention release asks Accounting for a draft invoice, with the retention and the advance recovery as deductions on the same invoice. Accounting answers when the invoice is issued, paid or voided and the claim follows. Without it the accountant raises the invoice and records its number by hand.

Before you start

• Construction and Accounting in your plan
• The automated invoice path switched on, after your tax adviser has confirmed the VAT treatment (off by default)

Step by step

1. Construction managerConstruction & Contracting

   Records the engineer's certificate on the claim.

   You see:The claim is certified and its amounts are fixed.

2. AccountantConstruction & Contracting

   Presses Request invoice.

   You see:The claim shows that the invoice is requested.

3. SystemAccounting & E-Invoicing

   Drafts one invoice with the work done and the deductions, once, even if the request is sent again.

   You see:The invoice appears in Accounting as a draft.

4. SystemConstruction & Contracting

   Marks the claim invoiced, then paid, then back to certified if the invoice is voided.

   You see:The claim shows the invoice number and any VAT difference.

Related

• Accounting & E-Invoicing
• Construction & Contracting
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• A credit hold stops a sale before it ships
• Connections between modules