We’ve just made it easier to manage invoice values directly within your projects!
💰 Save Time with Auto-Mapping
You can now select custom cost fields saved on Pinpoint to create your invoices on Voly.
📊 Flexible input options
Enter either a specific amount you'd like to invoice or a percentage of the total. The tool will then distribute the value pro rata across all relevant line items
How it works
From the Projects table, select the jobs you'd like to invoice—just like you normally would.
Click ‘Add Invoice’
This will open the new Add Invoice window.Choose how you want to proceed:
Click ‘Skip’ to create a standard invoice without using the value mapping tool.
Or, you can now select any custom fields pulled from your PW account that represent a value to create the invoice value.
Select a field
Once you've assigned a cost custom field such as Quote - Shipyard 1, the tool will automatically display the total value of the selected jobs based on that field.
By default, the modal is set to invoice 100% of the total job value.
To adjust this, simply update the percentage or enter a specific amount you'd like to invoice in the ‘Amount to Invoice’ field.
You can also use the built-in calculator tool in this field to quickly perform any calculations, e.g 3*345 — no need to do the math elsewhere.
VAT rate can be added, if applicable
Click ‘Add Invoice’ to generate your invoice.
Each invoice line is automatically calculated pro rata based on the percentage or amount you've entered.
All relevant job details—such as job number, description, cost centre, and expense category (if applicable)—will be pulled into the invoice as usual.
The currency is inherited from the selected cost custom field, which also filters suppliers to match that specific currency—ensuring consistency and accuracy.
Still have questions?
Send us a message through the chat icon in the web app, email us or keep looking through our Help Centre for more information.