Internal Invoices (Workshop and Parts)

Internal Workshop Jobs:

Stock Vehicles – when you book in a stock vehicle (one that shows in Car Sales as In Stock) this will automatically create an internal job and will ask the following: 'Is this an insurance job' Excess Charge Type' 'Is any part of this job to be charged externally other than insurance work'

Select the relevant boxes (if any are required)

When you click continue the job will allow you to enter details as normal (NOTE: do not enter anything in the Sales Acc. As it will automatically go to the correct accounts etc so leave this blank)

When issuing parts they should automatically issue as I – Internal as the type (this can be checked when issuing)

Customer owned Vehicles – When you book a customers/retail vehicle in ensure you leave the Sales acc. As the RETAIL account ie CASHR (DO NOT change this to internal account)

On the Header screen, select Type as Internal, it will then ask you to confirm the internal account (usually INTER) say yes/ok to this.

When issuing item lines (Labour) if it is to be charged internally, ensure that the TP (Type) shows I for Internal, this should default to Internal as this is the job type you selected, if you require retail work then enter S in the TP on the line this will then go to the retail account (CASHR)

When issuing Parts again if they are Internal ensure they are issued as Internal and if Retail enter as Retail when issuing.

When you come to invoice the job it will print a Customer invoice off first, DO NOT click cancel on this or bypass it as it will cause the invoice to be corrupt, it will then allow you to print the Internal invoice.

Internal Parts Invoices:

If you are required to invoice a part as Internal, when you select the Customer (usually CASHR) enter as Internal account (usually INTER) when you enter the parts required they will automatically default the VAT rate to E – Exempt as its internal you can change the VAT rate if required.