Invoices screen in BaccS - translation project management software for freelancers

Invoicing is one of the main tasks which BaccS allows to solve. Here is the list of goals, which need a solution to handle this task:

  • Set invoice rules, which include customer requirements for issuing invoices, standard terms, etc.
  • Provide capabilities to create invoices on a base of uninvoiced completed jobs.
  • Print invoice or send it to the customer
  • Control payments against invoices
  • See unpaid overdue invoices and take corresponding measures
  • Archive paid invoices and mark corresponding translation projects as paid too

Let's see how all these points are solved in BaccS.

Invoicing rules

How to set invoicing rules for the clients. When you edit a client, there are a number of fields intended to store information about invoicing. These fields include Default payment term and  Invoicing threshold settings, as well as Comments field (allows to add a free text describing invoicing process for the particular client). You can read detailed information about these settings in the Customers article. In addition to this data, each customer's contact has an Invoicing matters checkbox, which tells the system that this person may be contacted for invoicing matters. Such, there could be a number of invoicing emails for each client. In this case, when you intend to send an e-mail, these contacts will be automatically added to the To filed of any composed message. Of course, it is possible to edit them before actually sending an e-mail.

A dozen of settings which affect invoice creation process can be found in the program Settings, on the Invoice settings tab. Here you can setup default invoice file names, default tax used in a newly created invoices, different numbering options, logo for your invoices and signature text. Also, information about unpaid invoices can be added to a Google Calendar! Detailed information about all these options can be found in a corresponding article.

Invoice creation

After setting up invoicing settings, e-mails, default terms we can start to prepare invoices. There are a number of ways to prepare invoices: in auto and manual modes. To automatically prepare an invoice, open Translation jobs list, select necessary jobs and click Create invoice button. In a result a new invoice form will be opened with pre-filled data from selected jobs. Please note that selected jobs must belong to one customer and have one common currency (you have to repeat invoice creation operation for all existing customer/currency pairs when creating invoices in a such way). A new invoice will be created, and you will see some details of the included jobs. In the following example you can see a list of jobs with 3 selected translation jobs:

Invoice viewing in BaccS - translation project management software for freelancers

Then Create invoice button is clicked to generate a new invoice:

Invoice editing in BaccS - translation project management software for freelancers

The program generated next invoice number based on the program settings, automatically selected Customer, Currency and Payment method. Program also automatically detect Payment term on the base of a customer's settings. Don't forget to check if a term was detected correctly.

Invoice details table contains information about 3 selected jobs (Description column is populated in the base of the Job name field). The Job contents column shows a source of job amount and a number of included rows (job tasks or job receivables). This number corresponds to a number of rows per each job which will be actually printed in the generated invoice. To preview these rows, switch to the Rows to print tab:

Invoice editing in BaccS - translation project management software for freelancers

Here you can see detailed information about each job included in an invoice. Job group column helps to find out corresponding row in the Invoice details table.

Before saving an invoice, make necessary corrections: edit Description and Notes fields in the Invoice details table, select taxes and discounts when needed, and check final amount. Tax field may be filled automatically if Default tax 1 and Default tax 2 fields are set for a selected customer. When ready, click Save or Save and close button to save an invoice.

When you create invoice for the first time, short interactive tutorial will show main elements on the invoice editing form. To manually open this tutorial later, click Show hints button on the ribbon:

Invoice editing tutorial - best translation project management system

Invoice creation on the base of invoicing threshold

Another way to automatically prepare an invoice is to set invoicing threshold for the customer. When jobs amount will reach this threshold, you will see a notification on the dashboard that it is possible to create an invoice. Double click on it and you will be switched to the invoice creation form with all uninvoiced jobs included for the particular client.

Example of the dashboard widget:

Quick invoice creation in translation project management software

When you double click on any card, default invoice editing form will be opened, where you can make final edits of a created invoice.

Invoice editing form

In the top area you have to specify invoice number, date, term, client, client contact (if needed to show it in the printing form), currency, contract details and additional notes (for example, you can use notes to type amount in words, or just to provide some specific instructions).

Invoice status can be changed manually or automatically. For example, when you create a payment over an invoice, its status automatically changes to Paid. Or, when you send an invoice using built-in mail sender, its status changes from Created to Sent. You can also quickly change invoice status in the invoice list by selecting necessary invoices (or one invoice) and clicking Change status button on the ribbon (or right click in the table to open a context menu and select Change status item).

Then, in the table below, we specify invoice details. When you create an invoice manually (not from the job list or dashboard widget), you can add (link) jobs to an invoice by pressing Add job(s) button above the Invoice details table. You will see a list of uninvoiced jobs for a currently selected customer:

How to add translation jobs in invoice

Select necessary jobs and click OK. These jobs with corresponding amounts will be added to the Invoice details table.

The first column named Sort is used to sort invoice rows in the invoice printing form. You can use Move Up and Move down buttons to change the order. Alternatively, you can manually type sort order in the corresponding cell.

Partial factor column allow to issue partial invoices. Here you specify percentage of th total job's amount which must be included in an invoice. In this case corresponding jobs will be marked as Partially-invoiced. Quantity and Amount values will be decreased correspondingly. To see how this feature works, try to change a factor and then switch to the Rows to print tab to see that Quantity and Amount were correspondingly decreased.

If a customer uses few currencies to estimate jobs, then it's needed to issue separate invoice for each currency.

In manual invoice creation mode you simply go to Invoices page, click Add or Copy buttons, and start filling invoice data: select date, payment term, payment method, customer, currency, add necessary jobs, specify taxes and discounts, etc.

On the right of invoice details table there are a number of fields which allow you to specify discounts (in percent and fixed amount), taxes (up to two), additional charged expenses, applied to the invoice total amount, and correct currency rate used to convert invoice amount to the base currency. Taxes are selected from Taxes list. Since each customer may have default taxes which you may select in the customer editing form, then after customer selection these fields will be filled automatically. Of course, you can change taxes selected by default or simply clear them. Currency rate field contains a button to apply this rate to all jobs included in the invoice. This allows to recalculate amount in base currency in all jobs using one single currency rate. In the result, total sum of jobs expressed in the base currency will equal to the invoice amount in the base currency.

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