Temporary invoices should be used as their name implies of a temporary nature and need to be finalised as soon as possible.
Temporary Invoices are created in the same manner as Final Invoices, except that you can either click Save Temporary once you have completed all the necessary details or when you close the Prepare an Invoice for window, in the Close Current Invoice for... window you can select the option to Save as Temporary Invoice and click OK.
Note: If a temporary invoice already exists for the client, when you try and create a new invoice, you will be prompted to either add to the existing temporary invoice or to create a new invoice.
Finalising Temporary Invoices
Log in to Time+Billing.
From the View menu, click Invoices (Temporary).
Note: if you use Time+Billing SQL enter * to show all Invoices.In the Temporary Invoices window, you can finalise the temporary invoices in batches or individually.
Click Finalise, OK.
Notes:
The finalisations step is important and needs to be completed within a short time frame.
Temporary invoice details do not reflect on all reports.
Temporary invoices must be finalised before receipts can be attached to them.
Temporary invoices are not posted to the debtor's ledger.
WIP adjustments are not posted until the invoice is finalised.
If you require an additional temporary invoice, Time+Billing allows you to create up to two temporary invoices per client; however, this should be the exception rather than the rule.
If you have used more than one temporary invoice for a client, they must be finalised in the order in which they were created.
A second temporary invoice can only be created if there has been new WIP items have been added since the existing temporary invoice was generated or some WIP items were not included with it.
If you have created two temporary invoices for a client, and you need to make a change to the attached WIP, adjustment or invoice amount on the first temporary invoice, both should be deleted and recreated.