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You can prepare customer billings or invoices for Time and Materials, Cost Plus and Fixed Price projects.

Time and Materials Invoice

To create a time and materials invoice:

  1. Select the Invoicing tab.
  2. Click New Invoice and the Invoice window appears.
  3. Enter an Invoice Number.
  4. Enter the Reference Code.
  5. Select the Invoice Date.
  6. Select the Customer. Customer contact information appears as entered in the customer profile.
  7. Enter the Invoice Billing Period dates. Transactions from this period appear in the Billing Amount This Invoice field. The Invoice Billing Period is displayed on your invoice.

    Billing Frequency appears as entered in the project profile.


  8. Enter the Payment Terms.

    Payment Terms let you estimate the date you will receive payment for the invoice. The date of payment is required for use in certain Business Intelligence reports.

    The Project Estimate displayed is the Baseline estimate created for this project. Whenever you create and commit an invoice, that invoice is included in the Billed to Date field. The Billable Remaining field is a quick snapshot of what remains to be billed out for your project.


  9. Click Choose next to Billing Amount This Invoice. All billable timesheet transactions appear under the invoice details.


  10. Select transactions you want to include on the invoice.

    Transactions you de-select are listed when you create your next invoice. If the time period you have selected includes the date of the unbilled transaction. Otherwise, this transaction will not appear for billing.


  11. Click Recalculate. The Billing Amount is adjusted.
  12. Add notes for the customer to read, if applicable.

    Taxes set up in tax types are automatically calculated.

  13. Click Commit Invoice.
  14. Click OK to confirm.
  15. Click Commit Invoice to create a printable PDF of your invoice.

    Export Invoice is not available at this time.

Fixed-Price Invoice

To create a fixed-price invoice:

  1. Select the Billing/Invoicing tab.
  2. Click New Invoice and the Invoice window appears.
  3. Enter an Invoice Number.
  4. Select the Invoice Date.
  5. Select the Customer. Customer details appear as entered in the customer profile.
  6. Enter the Invoice Billing Period. The Invoice Billing Period is displayed on your invoice.

    Billing Frequency appears as entered in the project profile.


  7. Enter the Payment Terms.

    Payment Terms are important for calculating the approximate date that payment will be received for this invoice. The date of payment is required for use in certain Business Intelligence reports.
    The Project Estimate displayed is the baseline estimate created for this project. Whenever you create and commit an invoice, that invoice is included in the Billed to Date field. The Billable Remaining field is a quick snapshot of what remains to be billed out for your project.

  8. Enter the Billing Amount this Invoice.
  9. Add notes for the customer to read, if applicable.
  10. Taxes that have been set up in Tax Types are automatically calculated.
  11. Click Commit Invoice.
  12. Click OK to confirm.
  13. Click Commit Invoice to create a printable PDF of your invoice.

Export Invoice is not available at this time.

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