Project Applications – Fixed Price Invoicing

Introduction

The Joblogic Marketplace’s Projects module is a very useful tool for managing Project work. The app provides a comprehensive Projects module capable of managing small, medium and large-scale projects over long and short timelines. It provides control over budgets, allows users to track a project’s progress and to easily create payment applications, staged payments and retention invoices. It really is a must have for any Joblogic users who regularly deal in projects for their work.

The purpose of this app is therefore to improve project work efficiency within your system and to tailor it towards this type of working if it applies to you.

This user guide will detail the applications process for projects raised with the fixed price invoicing method within the Joblogic back-office system.

Project Applications and Fixed Price Invoicing

Once a project has been raised with the fixed price invoicing method, the initial invoices will become logged as applications.

These applications can be viewed by selecting the applicable project (Projects > All Projects > select project as applicable) and selecting the ‘Invoices’ header.

All project applications are stored under the ‘Applications’ header as drafts.

Each draft application can be viewed in more detail by selecting it’s blue ‘Draft’ icon.

Any details provided when the project was initially logged will be automatically filled in but the draft application’s details can be amended by selecting the applicable ‘Edit’ icons and amending the details as needed.

If editing the ‘Lines’ section, select the blue description link and an ‘Edit Application’ line page will open where the details can be updated.

There is also a ‘Notes’ section where an invoice header, terms and notes can be added.

It is important to note that draft applications automatically generate/approve and send out to the customer on the date against them but they can also be manually generated via the ‘Approve’ option.

Once approved the application will be recorded as an invoice under the invoices area of the project.

Further Support

For further information or assistance with the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Customer Success Management team can be reached by emailing customersuccess@joblogic.com

Publishing Details

This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date stated above. Be aware that the information provided may be subject to change following further updates on the matter becoming available or new releases within the system. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions and settings or the electronic device being used.