Smartworks Guides
Getting startedSchedulerMobileSettingsXeroStock
smartworksapp.comContact

Docs Settings Invoicing settings

Invoicing settings

Set the tax rate, invoice reference, line order, labour line wording and margin or markup.

Overview

Invoicing Settings control how Smartworks builds invoices from your jobs. They set the tax rate, what goes in the reference, the order lines appear in, how labour lines are described, and whether jobs and quotes show margin or markup.

The Invoicing Settings page, with the tax rate box, switches and the line ordering and labour line lists

The settings

SettingWhat it doesDefault
Enable Invoicing Module
On or off		Allows users to enter invoice data into the SmartWorks appOn
Invoice Line Ordering
Pick one		Specify the order that Invoice lines should organised into.Not set
GST/VAT Rate
Text		The percentage rate to apply for sales tax/GST/VAT.15
Reference include Job Name
On or off		Include Job Name in Invoice Reference Field.Off
Display Job Margin instead on Job Markup
On or off		Alters how Job and Quote values are calculated. Enable this setting to prefer showing Margin throughout Smartworks instead of Markup. \r\nMarkup is calculated as (sell price - cost price) / COST price. \r\nMargin is calculated as (sell price - cost price) / SELL price.Off
Consolidate Product Lines
On or off		Consolidate lines for the same product into a single line for InvoicesOff
Invoice Labour Line Description Preference
Pick one		Select the preference for displaying labour lines on an invoice.Not set
Invoice Labour Line Description Custom Text
Text		Enter the custom text to display on labour lines on an invoice.Not set

Enable Invoicing Module is not shown on the page. Invoice Labour Line Description Custom Text appears only when you choose Custom text for Invoice Labour Line Description Preference.

Invoice Line Ordering

Pick the order lines appear in on an invoice:

  • None - Transactions will be ordered chronologically
  • Order by Date, then ordered by Materials, Purchases, Labour, Notes
  • Order by Date, then ordered by Notes, Materials, Purchases, Labour
  • Order by Notes, Materials, Purchases, Labour, and then by Date
  • Order by Materials, Purchases, Labour, Notes, and then by Date
  • Order by Notes, Labour, Materials, Purchases, and then by Date
  • Order by Labour, Materials, Purchases, Notes, and then by Date
  • Order by Labour, Notes, Materials, Purchases, and then by Date
  • Labour and Notes first by Date, then Materials and Purchases by Date

Invoice Labour Line Description Preference

This decides the wording of labour lines on an invoice. There are three choices:

  • The first choice shows each labour line’s start and end times.
  • Use default labour code Description uses the description of the labour code.
  • Custom text uses your own wording. A box appears under the list. Type the text and click Save.

Margin or markup

Display Job Margin instead on Job Markup changes the Markup column on job lines and quotes in the Scheduler to Margin. Markup is the profit divided by the cost price. Margin is the profit divided by the sell price.

Step by step: change the tax rate
  1. Click Settings in the header.
  2. Click Invoicing under Feature.
  3. Enter the rate in the box beside GST/VAT Rate.
  4. Click Save beside that box.

Switches and lists on this page save as soon as you change them. Smartworks shows Field updated.

See also

  • Invoicing - where these settings shape the invoices you send.
  • Labour codes - the descriptions Use default labour code Description draws on.