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If you change, add, or edit any of your Invoice recipient details, you must remember to hit the blue “save” button |
Summary of Invoices
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The invoices tab to the left of this page presents and monitors the admin of every invoice that has been triggered by this project.
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Invoice ID — our Accounts team’s reference number
Scheduled date — when the invoice will be sent to the client
Due date — when the client is due to settle the invoice
Price (excl. GST) — corresponds to the “amount to be invoiced” in the Overview.
Status — reflects one of the the following:
To Be Invoiced
Invoiced
Paid
Overdue
PO # — Purchase order number, for the client’s reference. You can add the client’s PO number to the invoice here. The client can also do this for themselves using Client Hub.
Actions — After the invoice has been generated, you will be able to download a copy of it here for sharing with the client, should this be needed.
The client has a couple of other options
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under their own invoice Actions:
Pay Now — client can use Xero to pay their invoices with credit card or direct debit.
Use Credits — client can self-apply any of their available product credit to settle the invoiced account.
What does the client see?
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Watch this brief video walkthrough of how the client can use the Client Hub to manage their own invoices and payments. |
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The Client Hub presents an Invoices tab for each of the client’s projects. A small red dot will appear on the Invoice tab when a new invoice has been delivered.
The
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client
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The client has a few different views of their invoice information:
The Overview shows the current Total project price alongside any balance already paid with credit and the Total left to pay. Whenever we add or remove Production and Disbursement costs, the updated project price is immediately reflected here for the client.
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We are currently considering providing the client with the option here to see your Production and Disbursement costs breakdown. Do you think this is a good idea? Tell us what you think. |
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The Unpaid Invoicesoffers a view similar to the VMSX invoices summary, with the additional options to Pay Now or Use Credits.
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Paid With Creditis only visible to the client when production credit has already been applied to their project. This view shows when the credit was applied, how much was used, and which pack it came from.
The Invoices tab is only visible to client contact with Admin or Accounts permissions.
Production Credit
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The client can purchase, manage, and use their pre-purchased credit packages from the Client Hub.
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If a Client Hub user has Admin or Account permissions, their special access to the project’s Invoice tab allows them to settle the invoice using any production credits that project has access to.
The client can only draw from one single credit pack to do this. Unlike our options in the VMSX, the Client Hub does not allow the client to use multiple credit packs for one invoice.
Production
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Packs menu
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Outside of the projects, the Production Packs menu can always be accessed from the settings menu on the top-right of the Client Hub page. Select “Credits”.
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