Invoice types

Important notes:

  • Mobile devices will not have Interim invoices. They will be considered in the final invoice on mobile devices. Consolidated invoices will also not be available on mobile devices. 
  • If you use our CIS feature then CIS should only be applied to the 'Final Invoice' when you are using Interim or Deposit types.

The Commusoft system has many invoice types used to categorise invoices. These can be customised to fit your own terminology:

  • Deposit - This can only be raised as part of an estimate. This will be automatically created once the estimate is accepted and turned into a job. This invoice value will automatically be deducted from the final invoice. This used to be called an initial invoice.

  • Interim - This invoice can be raised as part of any job, whether it's from an estimate or not. This invoice will automatically be deducted from the final invoice total. You can have as many interim invoices as you like and these will total together and be removed from the final invoice total.

  • Additional - This invoice can be raised as part of any job, whether it's from an estimate or not. This will not be taken into account on a final invoice. This used to be called a partial invoice.

  • Final - This invoice will close the job down. If you have raised the job from an estimate, the final invoice will automatically be filled in according to the estimate pricing. If you have any deposit, interim, or retention invoices, these will be deducted from this value.

  • Retention - This can only be raised as part of an estimate. This will be automatically created once the estimate is accepted and turned into a job. This invoice value will automatically be deducted from the final invoice. When this invoice is set in the invoice schedule section of the estimate, you will set a time-scale on this invoice, e.g 12 months, this means the payment will not be due for 12-months plus the credit days.

  • Payment charge - This invoice can be created in the system if you'd like to set a percentage charge for taking certain types of payments. This is not deducted from the final invoice.

  • Pre-final - This is an invoice similar to a 'Final invoice' (listed above) that gets created at the beginning of a job. Designed to include all relevant costs, it will then be automatically converted to a 'Final invoice' upon completion of the job itself.