Invoice Creation

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Invoice Creation - General FastTab

The General FastTab in Invoice Creation provides general information about the project being viewed:

  • Sell-to Name: Specifies the name of the customer who you are selling the product.
  • Invoicing Responsible: Specifies the resource which is responsible for the invoicing.
  • Invoicing Status: Specifies at what point the status of invoicing the project is.
  • Amount on Sales Doc. (LCY): Specifies the amount on open sales documents, in local currency.
  • Acc. To Invoice (LCY): Specifies the amount to be invoiced, excluding lines already on open sales documents. The amount is shown in local currency.

For more information regarding the Invoice Suggestion Lines FastTab, please consult the following link.

Resource Hours FactBox

Resource Hours FactBox provides a detailed summary of the hours worked on a project, categorized by each resource. The Total line at the top displays the cumulative hours worked by all resources on the project. The columns include the following details:

  • Resource No.: identifies the resource that has performed the hours.
  • Hours to Invoice and Amount to Invoice: indicate respectively the total remaining hours and amount, pending for invoicing for the specified resource.
  • Hours and Amount: show the remaining hours and corresponding amount for the specified resource.

Invoice Creation Contract List

When multiple matters are combined into a contract, it is desirable to review entries from all the matters in one place before creating the invoice.

The new Invoice Creation Contract List can be used to find all contracts and show the invoicing data similar to Invoice Creation, but with combined details for all matters on the contract.

Invoice Creation List can be accessed from the Role Center, under Invoice Creation part, or the Invoice Creation - Contract from the Contracts -> Billing -> Invoice Creation.

Invoice Creation - Contract

The General FastTab in Invoice Creation - Contract provides general information such as the one in Invoice Creation, but at a contract level.

Invoicing Status is updated on creation, deletion and posting of invoices from contracts. The individual matters are updated just as before.

For more information regarding the Invoice Suggestion Lines FastTab, please consult the following link.

Invoicing Instructions

Invoice Instructions are now extended to cover contracts too, and they are accessible from the below pages:

  • Invoice Creation - Contract
  • Contract Card
  • Contract Plan

Invoicing Status and Invoicing Responsible

Invoicing Status and Invoicing Responsible are now on the contract level too, which makes it possible to manage the invoice creation process from the following pages:

  • Invoice Creation - Contract
  • Contract Card
  • Contract Plan