Creating Subsequent Invoices

Updated on 03 Feb 2023
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After some time has passed, you can go back to the Invoicing Assistant to generate invoices for the additional work completed. Clicking on the invoice recommendation for the Fixed Price Open Billing work order displays the Invoice Open Billing screen as depicted below.

If you compare the screen with how it looked earlier, several changes are worth noting.

Work completed has changed from 3% to 72% due to materials purchased and hours allocated to the job.
All invoices created previously are listed.
The View Invoice Schedule of Values icon is available for each invoice listed. Clicking this icon displays the schedule of values for that invoice as depicted here:

Clicking the Add Invoice under the New button on the Invoice Open Billing screen displays the new Invoice Schedule of Values screen (depicted below) which now shows what was previously invoiced and provides the option to invoice the additional work.

At this point, you can specify the completion of the desired portion of the work. Note that Aspire automatically calculates the amount of retainage to be withheld from the invoice.

As when creating the first invoice, when you are ready to proceed with the creation of the invoice, you click the Save icon and Aspire will display the Set Invoice Date and Amount screen. Since the amount has already been determined, the value is filled in and displayed as read-only. Specify the appropriate invoice date and click the Save icon.

Once you have saved the invoice, Aspire will display the Batch screen, and the newly created invoice will be listed. you can click on the invoice to display it showing the amount specified to be invoiced.

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