Invoices

Found in: Money Management > Invoices

• Navigation
• Generate Invoice
  • 1. Select the Client
  • 2. Select the Services You Want to Invoice
  • 3. Select Invoice Type
  • 4. Enter the Invoice Number
• Upload Invoice
  • General Information
  • Email Client
• Booking Invoices

The Invoices section allows you to generate new invoices, upload external invoices, and view all booking-related invoices in one place. This helps you manage billing, track payment status, and ensure clients are invoiced correctly for completed services.

Let’s get started 🚀

Navigation

Step 1: Log in to your SynControl account and click Money from the top navigation bar.

Step 2: From the dropdown menu, choose one of the available invoice options:

• Generate Invoice

• Upload Invoice

• Booking Invoices

Generate Invoice

This allows you to create an invoice for a specific client and select which bookings should be included.

1. Select the Client

Select the client you want to generate the invoice for.

2. Select the Services You Want to Invoice

After choosing a client, the system displays:

• Last issued invoice

• Invoicing notes (if any)

• All bookings not yet invoiced

You can filter the bookings before selecting them.

Ref.	Field	Description
1	With	Select the filter type (e.g., Desired start date).
2	From	Choose the start range for bookings.
3	To	Choose the end range for bookings.
4	Select	Display bookings that match the selected criteria.

After applying filters, the system displays a list of all bookings that are eligible for invoicing. Each row represents one booking, and users can select multiple bookings to include in the invoice.

Ref.	Field	Description
1	Checkbox	Select the booking(s) you want to invoice. Multiple selections are allowed.
2	Booking No.	Unique booking number. Click to open the booking details.
3	Type	Type of inspection/service (e.g., DPI, FRI).
4	Start Date	Date when the inspection/service started.
5	End Date	Date when the inspection/service ended.
6	Product Name	Name of the product (if provided).
7	Reference	Service description (e.g., Inspection During Production).
8	PO No.	Purchase order number if linked.
9	Supplier	Supplier associated with the booking.
10	Country	Country where the inspection took place.
11	No.	Quantity or manday unit.
12	Unit Price	Price per unit or manday for the service.
13	Total Price	Total price for the booking (Unit Price × No.).

3. Select Invoice Type

After selecting the bookings you want to invoice, the system gives you an option to choose how the invoice should be generated.

Choose how the invoice will be created. Options include: 1 invoice total (all selected bookings combined into one invoice) or 1 invoice per booking.

Click Continue to proceed.

4. Enter the Invoice Number

Once the invoice type is selected, the system will display the invoice number section. Here, you confirm the invoice number and billing period.

Enter the invoice number, confirm the From Date and To Date for the billing period, and then click Generate Invoice to create the invoice.

Once you click Generate Invoice, the system creates the invoice and redirects you to the New Invoice page.

Upload Invoice

The Upload Invoice page allows you to manually enter invoice details and attach invoice files that were created outside SynControl (for example, invoices from external accounting software). This ensures that all financial records are centralized and easily accessible within the system.

Step 1: From the dropdown menu, select Upload Invoice.

Step 2: You will be taken to the Upload Invoice page, where you can enter invoice information and upload files.

General Information

This contains all the fields required to register an invoice inside SynControl.

Ref.	Field	Description
1	Invoice Number (Req.)	Enter the invoice number exactly as it appears on the actual invoice document.
2	Client (Req.)	Select the client for whom the invoice is being uploaded.
3	Amount (Req.)	Total amount of the invoice.
4	Status (Req.)	Choose the payment status: Unpaid, Partially Paid, or Fully Paid.
5	Payment Mode	Select how the payment will be made (PayPal, Bank Wire, Cash, etc.).
6	Additional Row Text	Optional, add a description for any extra billing row.
7	Additional Row Amount	Additional amount linked to the row text.
8	From Date (Req.)	Billing start date for the invoice.
9	To Date (Req.)	Billing end date.
10	Date of Receipt of Payment	Enter this if the invoice has already been paid.
11	Comments (Hidden from Client)	Internal notes visible only to internal users.

Email Client

This section allows you to attach additional files and send the invoice to the client by email once saved.

Ref.	Field	Description
1	Upload Additional Attachments	Drag and drop or select files to attach (PDF, receipts, reports, etc.).
2	Extra Information (Visible to Client)	Add a message that will be included in the email sent to the client.
3	Send Email	Sends the invoice to the client (available only after saving the invoice).

Once all fields are completed, click Save Invoice to store it in SynControl. After saving, the invoice becomes available under the Invoices List.

Booking Invoices

The Booking Invoices page shows all bookings that are linked to invoicing. This helps you quickly identify which bookings have already been invoiced and which still need an invoice. You can also generate a new invoice directly from this page.

Step 1: From the dropdown menu, select Booking Invoices.

Step 2: You will be taken to the Booking Invoices page, where all booking-level invoice information is displayed in a structured table.

Ref.	Field	Description
1	Date	Booking date.
2	MD	Manday count for the service.
3	Booking No.	Booking reference number (clickable).
4	Service	Type of inspection/service performed.
5	Products	Related product information (if any).
6	Client	Client associated with the booking.
7	Invoice No	Linked invoice number or “Not invoiced.”
8	Status	Indicates if the booking has been invoiced.

If a booking shows Not invoiced, you can generate an invoice directly from this page. Click Generate new invoice on the top-right corner.