Batches has two extra tabs when Financials are enabled for the LIMS
Invoice tab
The content of this page changes when the Batch becomes cheaper or more expensive by adding more Analyses or removing some
The information here is printed in the Invoice when it is issued, and each issue is versioned as described above
The invoice body is made up of a table with one Invoice line per Sample in the Batch, and columns for Line #, Client SID, Sample ID, Sample Type, Date Received, Description, Amount.
Client SID and Sample ID are hyperlinked to the Sample’s View page
The Invoice line description consists of:
the Preparation steps (in sort order) for the Sample if they were not included on any Profiles
Profiles applied on the Sample alphabetically
Additional ASs (if any) alphabetically
The invoice amount is totalled at the bottom of the table, any discounts indicated and subtracted, VAT calculated and the balance indicated as the amount payable
Invoice PDF
The PDF reflects the information on the Invoice tab, but prints it in business letter style with lab logo
The invoice header includes the lab address and contact information, lab and accreditation logos. Followed by the Client’s contact information
The Invoice number is displayed prominently, and the Invoice Date
The Batch it refers to is indicated with the Client Batch ID, LIMS Batch ID and Batch description.
The IDs are hyperlinked to the Batch’s default page
Published Invoices
Client folders have an Invoices Issued tab when Finacials are enabled, much like a Sample’s Published results