Job Management

Luke Bongiorno avatar Ben Jackson avatar Daniel Conlon avatar +3
47 articles in this collection
Written by Luke Bongiorno, Ben Jackson, Daniel Conlon and 3 others
Purchase orders

Deleting purchase orders

By following a few steps you can delete a purchase order
Karin ten Broek avatar
Written by Karin ten Broek
Updated today

Creating a Credit Note with a Supplier

This will guide you on how to create a Credit Note for a Purchase Order
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Committed Costs

Sending a purchase order will result in a committed cost, this article explains how these are handled.
Daniel Conlon avatar
Written by Daniel Conlon
Updated over a week ago

Can I specificy pickup vs delivery for my orders?

Luke Bongiorno avatar
Written by Luke Bongiorno
Updated over a week ago

How do I choose to show or hide the dollar amount from a purchase?

Luke Bongiorno avatar
Written by Luke Bongiorno
Updated over a week ago

Can I save my Order Instructions?

This article will help you setup a preset or template for Order Instructions
Sarah Abernethy avatar
Written by Sarah Abernethy
Updated over a week ago

Modify your Terms & Conditions for Purchase Orders

This article will help you set your own terms and conditions for your purchase orders
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

How to view supplier/trade purchase orders, and customer invoices

There are three areas to view Purchase orders in Buildxact, and two areas to view Customer invoices
Luke Bongiorno avatar
Written by Luke Bongiorno
Updated over a week ago

Can I partially receipt a purchase order?

Info on the received vs part-received status.
Luke Bongiorno avatar
Written by Luke Bongiorno
Updated over a week ago

How to use purchase and work orders

How to use purchase orders and work orders, and what is the difference
Luke Bongiorno avatar
Written by Luke Bongiorno
Updated over a week ago
Invoices

Ammending invoices

How to make changes to invoices that are sent or received
Daniel Conlon avatar
Written by Daniel Conlon
Updated over a week ago

Refundable Deposits

If you need to take a deposit from the customer upon commencing the job, which can be refunded against invoices taken on subsequent work.
Luke Bongiorno avatar
Written by Luke Bongiorno
Updated over a week ago

How to receive client invoices

Luke Bongiorno avatar
Written by Luke Bongiorno
Updated over a week ago

How to change invoicing type on a job

You've created a job for the wrong invoicing type, how do I create a new job with the correct invoicing type?
Luke Bongiorno avatar
Written by Luke Bongiorno
Updated over a week ago

Showing the purchased items on a Cost Plus invoice

In a cost plus job you may need to show your client the breakdown of material/labour in the invioce.
Luke Bongiorno avatar
Written by Luke Bongiorno
Updated over a week ago

Completion percent invoicing and Retention/Holdback

All about the completion percent job type and retention/holdback
Luke Bongiorno avatar
Written by Luke Bongiorno
Updated over a week ago

Can I save sets of job invoices?

This article will help you setup a preset or template of Invoices
Luke Bongiorno avatar
Written by Luke Bongiorno
Updated over a week ago

Creating an invoice for a small job

There are two methods for setting up small jobs with no estimate
Luke Bongiorno avatar
Written by Luke Bongiorno
Updated over a week ago

How can I send a summary of the invoices to my client?

Luke Bongiorno avatar
Written by Luke Bongiorno
Updated over a week ago

How to issue contract invoices

How to use the invoicing section on a standard job
Luke Bongiorno avatar
Written by Luke Bongiorno
Updated over a week ago

Adding bank details to invoices

Luke Bongiorno avatar
Written by Luke Bongiorno
Updated over a week ago

Adjusting invoice percentages in a Contract Price job

A quick guide on how to amend the percentage breakdown of the default invoice list
Ben Jackson avatar
Written by Ben Jackson
Updated over a week ago