Invoices | WEB | Receivables

Invoice Receivables are money owed to you (your company/organisation)

In SpyderFlow these start with IW.

Located: Main Menu –> Invoices –> Receivables

As your organisation flows from orders to invoices these become Receivable Invoices

Or can be created from this page as +Create New (to create a new Receivable Invoice)

Like other List of pages:

Select Action (Bulk Action) dropdown is available. User can in bulk select actions on listed invoices for: Approve, Cancel, Hold, Release, Void, Paid.
Select List Columns – Customise your column view
+Create New – Create New Receivable Invoice
Search – Search list of Receivable Invoices
Clear Filters, Search, Sort – Clear any of the previously chosen options.
Export – Export Receivable Invoices entries

A Receivable invoice can be created by an Order ‘Flow To’ invoice process or by +Create New and fill out the details

+Create New

– Add/Check Details for the invoice

Scope, Quote, Order, SRQ – Start typing to link a scope, quote, order or service request
Reference # – type if you have a reference number for the invoice to be associated to.
Work Address – Type to add or this may be pre added if linked to scope, quote, order or service request.
Due – Select Date due
Client details – if not prefilled from previous steps, select Contact from drop down. The address details will fill with the Contact details.
Company – Select company or this may be prefilled
Category – Select category or this may be prefilled
Comments – Type any comments for the invoice
Tax Code – Check this is prefilled or select from drop down.
Tax Rate – Will be set when Tax code is chosen
Dates – This will set as the invoice is created, approved, issued, exported, paid.
Invoice Details – Invoice Type (see examples below) and Invoice $ (incl tax)
- Adhoc Amount
- Full Payment
- Part Payment
Flags – Select any flags associated to the invoice.
Click Save & Continue

Item is created on invoice with details below. This is from entering basic details in the +Create New window.

Default view of the item shows Comments and Receivable $
To edit click pencil icon (far right on item)
To expand view of item details click to expand at ‘< ‘ arrow (far right of the item).
If want to delete an item: Click to expand and you will get more options (Delete, Edit, Back).
- Select Delete.
- Confirm Delete message will ask “Do you want to delete this item?” Click yes or no option.

To add more in items click +ADD and fill fields and Save.

Note! On items check correct Tax Code is shown. If a default is set this will be prefilled. Otherwise enter dropdown for Tax Code.

Items – Items listed can be sorted and filtered
- Click +Add to add additional items
- Click pencil icon to quick edit item
- Click < to expand item
Details – Expand for more information on the item
Contacts – +Add contact details in regards to the invoice
Related – Flow/History tabs inside of Related. Both include related work flows (orders, properties, assets, scopes, quotes)
Events – Show All/Show Active includes Reference of the flow of events to the invoice. For example Ref # Work Order to Invoice IW – Contact – Status – Amounts etc.
Payments – Payments to invoice
Issues – Issues will be listed and you can filter or sort. Dot will appear next to Issues tab if need to review.
Notes – +Add by Comment, Category, Alert type, Status, Created and Created by.
Attachments – +Add by Type, Title, Reference, Status, Created, Created by.
Activity – Listed activity of invoice of Show All/Show Actions. Detailed view of invoice history.