Invoice Request
A pre-invoice sent for client approval before the final invoice.
An invoice request is a pre-invoice. You send it for the client to approve the figures before you issue the real invoice, which is useful where a client checks amounts before billing.
On the form
| Field | What it does |
|---|---|
| Document date | The date on the request. Starts at today. |
| VAT rate | The rate applied to the total. Starts from your financial settings. |
| Positions | A checklist of the job's positions. Tick the ones to include; a filter box helps you find them. |
On the document
The request lists the positions you picked with their prices, then a subtotal, the VAT, and the total, laid out like an invoice but marked as a request rather than a bill.
Once the client approves, generate the actual Invoice, which is what carries your bank details and payment terms.