To make an invoice with excess and / or vat deductibility, you first choose the estimate you want to invoice and then click on the invoice button
After confirmation,
you will be redirected to the invoice screen:
Here you change the invoiced party to the insurer:
In the middle on the left you click on “New Line”
Then you add a line for the excess and for the deductible VAT, putting in a negative amount:
Don’t forget to put the VAT Percentage to zero, and click on save.
You do the same for the VAT deductibility:
After saving to journal, you can create a new invoice for the customer with these items, by going to “Sales - Job” and clicking on the next to the job concerned:
And adding the vat & excess lines: