Processing - Invoice Suggestion List
Create Invoice
Use the Processing > Invoice Suggestion List to display a list of Projects with lines ready to invoice.
- Select a billing line (or lines) to invoice, then select Home > Create Invoice to create an invoice.
- The Create Project Invoices page opens.
| Field Name | Description |
|---|---|
| No. |
Specifies the Project No. associated with the Invoice Suggestion line. |
| Description | Provides information about the Invoice line |
| Project Manager | Specifies the number, code of the Resource assigned to oversee the Project. |
| Scheduled Billings | Specifies the Project Ledger Entry amount available for invoicing for Scheduled Billings. |
| Resources | Specifies the Project Ledger Entry amount available for invoicing for Resources. |
| Items | Specifies the Project Ledger Entry amount available for invoicing for Items. |
| Expenses | Specifies the Project Ledger Entry amount available for invoicing for Expenses. |
| Total | Specifies the total of the available Invoice Suggestions for the Project Number. |
| Approved Total | Specifies the total amount for the Approved Invoice Suggestions for the Project. |
| Invoice Setup Created | Specifies, if selected true), that the Invoice Setup has been done for the project. |
- Select options to filter as needed. For more information, see: Create Project Invoices page
Invoice Suggestion List Filtered
- Click Home > Invoice Suggestion List Filtered to filter the Invoice Suggestion List to open a new page that displays only the Projects with balances to be billed.