TidyAcademy

Step 1.

When multiple invoices to the same customer are selected, the Generate combined button becomes active. Each invoice may be set with its own detail level.

‍

‍

Step 2.

Click Generate combined to open the Combined Invoice pop-up where you can perform the following actions:

Rearrange the order of the invoices by clicking on the red arrows at the start of each line
Change the invoice date
Preview the invoice

‍

‍

Step 3.

Clicking Proceed processes the Tidy Project invoicing details to Xero where the invoice is created.

This feature can be enabled/disabled in Global Settings > Company > Sales & Purchases (tab) > Invoicing.

You can also set the information that appears on the invoice including;

A projects Name and/or description
Including the Project Contact

‍

More in this category

Want to learn more? Check out these related guides

How to run a report

There are many different types of reports that are available to run. The categories of these reports are: Project Reports, Time & Productivity Reports, Operational Reports, Sales Reports, Stock Reports, Administration Reports.

How to export data

This guide explains how to export project data.

How to export payroll

You can easily export payroll data from your Tidy account to a connected Payroll provider that Tidy offers. Tidy offers integrations with multiple Payroll providers. These are: Smart Payroll, iPayroll, IMS Payroll

How to add project adjustments to a project

In this module, learn how to add project adjustments to projects. These adjustments can be used to document 'variations' in the project that occur after the project has started, that were not taken into account in the original plan.

How to add time adjustments to a project

In this module, learn how to add time adjustments to projects. These adjustments can be used to document 'variations' in the project that occur after the project has started, that were not taken into account in the original plan.

How to create combined project invoices

Combined Project Invoices is only available on the Rocket plan of TidyWork, TidyBuild, and TidyEnterprise. With Combined Project Invoices enabled, Project items ready for invoicing on the Invoice Queue which have the same customer, can be combined onto one invoice.

How to use the project calendar

The Project calendar allows users to view Projects visually in a selected date range.

How to schedule resources and book time

If the Resource Scheduling feature is enabled for your organisation, your Project Managers will be able to write future booked time against your resources, and they will be able to see these allocations when adding time entries.