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The summary of Invoices presents and monitors the admin of every invoice that has been triggered by this project.
Total project price
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This is the only place where you can manage the project price. Irrespective of the delivery details provided elsewhere within the project, each separate price element here can be individually added, labelled, edited, or removed.
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Be careful when adding new production or disbursement costs to your projects. Always ensure that any additional costs will be understood by the client. The clients cannot currently see your price breakdown. However, if they are an Admin or Accounts user they can see the current total project price from the Client Hub. |
Add a Production Cost
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A production cost is the price we have charged for any Visual Domain services rendered. For example: editing (2 hours), a storyboard, and a 3-hour shoot with one DoP and a Director.
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These are easily edited or deleted by clicking on their pencil edit icon.
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You must round your values to the nearest dollar when adding costs.
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We have eleven recognised disbursement types.
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Model/Talent
Studio
Drone
Voice-over
Travel
Venue Hire
Gear Hire
Music/Stock Purchase
CAD/TVC Delivery
Props
Other
When you add a disbursement to the project, you must choose one of these categories.
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To add a new disbursement to your project:
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The “Amount remaining to be invoiced” will factor in all previous invoices already sent for this project.
Credits available
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In the Credits Available section, you will see a list of all prepaid credit packages that your client owns, if there is any credit remaining.
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Credit packs will only show themselves in contexts where your project’s contact(s) have the appropriate permission to use those credits — either they are the owner or they are from the appropriate office.
Applying credit
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The Client Hub allows our clients to settle their own invoices using their production credit packs. If your contact has Admin or Account permissions, then they will be able to access and use the same credit packs that you can see.
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There is more info on the below on client management of their own credit via Client Hub side of production credit below. |
If you find that you are being asked to sort this out for them, you can also apply production credit to your project. Just type the value of the credit into the Credit Used field. You can type any value into a package’s Credit Used field and the project’s Total amount left to be paiddirectly beneath will immediately recalculate.
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You can experiment with any combination of credit across all of the available packages. Once you are ready, click the blue “Save” button. At this point, each credit package will update its Available credit value, and the project itself will recalculate its Amount remaining to be invoiced.
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You can only apply credit from packs that are already showing within the project. Their appearance in your project indicates that your contact(s) have the appropriate permission to use that credit.
The clients can track their own credit packs, but they are displayed independently of the projects. Client contacts with Admin or Accounting permissions can apply credit pack value to the project for themselves.
Invoice Details
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The invoice details dictate when the invoice will be sent, and to whom — most of the time, this will be a contact from their own Accounts team. Ensure you check with the client who they need the invoice to be sent to. This will prevent delays in payment.
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Note: It is not possible to confirm and activate a Project without either a Pre-production item or a video deliverable. There will always be a key deliverable trigger event for the invoice.
Invoice recipient
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The default contact for our invoices is the client’s registered Accountant.
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Note: You can change this secondary contact at any time, but you cannot change the Accountant contact form within the project.
Sending to a third party
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If you need to send the invoice to a third-party accounts person, you can select this and provide the requisite information here. You will need their:
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