Invoices

1. If you have QBench's Billing module, you will be able to create invoices from orders made in QBench. To start, click on Billing and then +New Invoice. 
   
   
2. A new window will open where you can input details of your new invoice. You can enter as much or as little information on an invoice as you wish, but you must include an order ID to create one. 
   
   
3. After selecting an order, it will select all items from that order as default. You can also untick the checkbox next to Create the items below if you wish to add your own items for an order or project.
   
   
4. After clicking Create, the page will reload with new tabs and editable fields. Now at the bottom of the page, you can change base prices, discounts, etc. Note that you can also view an order or customer attached to the order. 
   
   
   
   • Clicking on + Add Line generates a dropdown menu where you can add a number of different items. 
     
     
   • Adding New Item is intended for assays done (thus, under quantity, you can only add whole numbers rather than fractions.) 
   • Flat Surcharge is a flat amount added to the invoice. Percent Surcharge is a percentage added to the final invoice. Note that it can only be applied if it is located after the sub-total.
   • The Sub-Total will add all prior assays and create an initial total for the invoice. This especially important for percent surcharges as seen above.
   • Flat Discount and Percent Discount are flat and percentage discounts, respectively. Note that in order to use a percent discount, this line must be after subtotal in the invoice. 
5. After completing your invoice, click save to save the changes. Selecting print will open a new window with a .pdf of the invoice, as seen below. Note: the formatting of an invoice can be changed. See also Creating and Working with Invoices.
6. You can likewise select the option to email the invoice. Simply enter the email address you wish to mail it to. After this, you can write a message to the recipients, choose to update the invoice and the invoice's status. You must then click Submit to send the email and make any changes.
   
   
   • If you have the email system through QBench enabled, it will populate the message listed and your message in the same email. See also Email.
7. You can also delete an invoice by clicking the Delete button and confirming removal.
   
   
8. At the top of the page, you will see several new tabs. The first of these is Samples. 
   
   
9. In the Samples tab, you can see all samples associated with the order. By clicking on the Sample ID, you can go directly to the samples page. See also Samples. 
   
   
10. The next tab is the Comments tab. This is for internal comments within the lab. The customer cannot see these comments.
11. The next tab is Attachments, where you can add files and and documents. You can also list notes or choose a new file name. When you are done, click the Upload button
12. After you click Upload, other users will then be able to download this file by clicking the downward pointing arrow.
13. You can also delete this attachment by clicking on the garbage can icon next to the arrow. Note you must confirm deletion in order to remove the file. 
14. Finally, the History tab shows the history of the invoice. This will log all changes made to the invoice (so long as you refresh the page!)
    
    
15. You can also go from Billing to All to see a list of all invoices you've made. By ticking the box next to any given invoice, you can then click the Action button above and select an action from a dropdown menu.
    
    
    
    • This will send an email in the same manner mentioned above. 
16. You can also filter invoices by clicking the filter button. See also Filters.