Custom Invoice Formatting
Hi Everyone
We're looking to transition our invoicing from a manual excel spreadsheet template to MYOB, but they're quite a complex format, often including multiple billing styles on one invoice, so I'm wondering if it would even be possible? To give you an idea, a single invoice could include:
- A lump sum fee for a service
- A part charge of the lump sum fee, for example a 50% deposit of the lump sum
- The full charge of the lump sum fee less the previously invoiced part charge (100% - 50% say)
- A percentage fee based on an contract value and the percentage of the work completed to date against the contract: for example 3.4% of $500,000 x 33%
- A percentage fee less the previously claimed amount in item 4
- Adjustments to the percentage fees when the contract value changes
- Work billed on an hourly rate
The invoice needs also to show:
- all the amounts which make up the contract value, which could be multiple items, with the option to have different contract values for different stages of the work.
- The percentage rate each stage of the works is calculated from.
Is this achievable? If so where do I start?
TIA
