Irish VAT invoices, straight from the quote

What goes on a VAT invoice from Quotebird?

Turn on Registered for VAT in your profile and add your number, and each invoice is laid out as a VAT invoice: your VAT number, the customer’s name and address, and every line with its VAT rate, its unit price and its amount before VAT. The foot gives the total before VAT, the VAT at each rate and the total.

It looks like that at every amount, whether your prices include VAT or not. Since the address is part of it, Quotebird won’t send an invoice until the customer has one. Companies add their CRO number and, if it isn’t the address at the top, their registered office.

How do I invoice a job, with or without a quote?

For a quoted job, open the sent quote and, under Invoices, tap Invoice the deposit, a stage’s row, the Final invoice or Invoice. The draft comes in with the customer, the items and the VAT. Bring the items in line with the work, choose Payment due and send it as a link, a PDF or an email.

A blocked drain or a call-out with no quote goes straight on an invoice: New on the Invoices tab, then Write an invoice. Payment due can be on receipt, or 7, 14, 30 or 60 days, with 14 to start.

How are invoices numbered?

In sequence, by our server, at the moment of sending: one series from INV-0001 with no gaps, and a separate one for credit notes, CN-0001. Drafts wait without a number, and a voided invoice holds on to its own. Moving across from another app, set the prefix and the next number under Settings → Document numbers before the first invoice goes, and the sequence picks up where yours left off.

How do I correct a VAT invoice?

With a credit note, or by voiding it; it’s never edited or deleted. A Credit note starts as a copy of the invoice’s items, which you lower to what you’re giving back. It prints your Reason and the number and date of the invoice it corrects, sets out its lines before VAT as the invoice does, and comes off what the customer owes.

Void invoice is for an invoice that shouldn’t exist, sent twice or to the wrong person. It keeps its number, is marked Void in your records, and its link stops taking payment. It works only while there’s no payment and no credit note against it.

How do I record cash or a bank transfer?

Tap Record payment on the invoice and choose Cash, Transfer, Cheque or Other. The amount starts at the balance and can’t go over it; add the date under Received on and a Reference if there is one. It works with no coverage. Once it’s all paid the badge says Paid, and Share receipt gives the customer a receipt stamped Paid. A wrong entry is reversed, never deleted.