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Create Invoices (Tax Only users)

Taxes are calculated automatically on an invoice. You must first set up tax rates and tax groups, and add tax groups to projects as necessary. 

1. Click Setup > Tax Rates and set all goods and services tax (GST) rates that you would like to use.

   Examples:

1. Create the Tax Group and add to your Project Template. Please refer to Setup tax groups.

   Example: Enter GST 10% in the Name field. In the table, add each GST tax rate that you set up in the previous step.

2. When you're ready to send invoice, go to:
   1. Go to Onvio Tax > Projects > ProjectName > Properties > Invoice tab
   2. Add the Override amount, discount
   3. Taxes is automatically computed against Override amount less discount amount

Once these settings are in place, taxes will be calculated when you enter the billed amount on the Detail Billing screen for an invoice that includes taxable items.

Create Invoices (Time and Billing users)

Please refer to this article.

Review Invoices

You can also print, preview, or delete invoices to Onvio Centre > Time & Billing > Billing.

Receipts & Adjustments

You can create receipt and adjustment entries by going to Onvio Centre > Time & Billing > Entry

To keep track of the receipts:

Go to Receipts tab

Fill-up the mandatory fields marked by asterisk *: Control Date, Date, Client, Type, Amount

Click Save button

To keep track of the Adjustments:

Go to Adjustments tab

Fill-up the mandatory fields marked by asterisk *: Client, Type, Amount

Click Save button