Due Invoicing

The due invoicing table displays all items ready for invoicing.

The due invoicing list for specific projects is available via Projects > {Project Name} > Invoice Schedule, or Invoicing > Due Invoicing to see due items for all projects.

Items are based on previously created invoice rules which are created when their criteria is met and you run 'Refresh Due'.

Create Invoice

1. In the list of items Due for Invoicing, tick the check box against all the items you wish to include in an invoice.

2. Click Create Invoice.

3. If invoice items for multiple projects and/or clients have been selected, you will be provided with the following invoice creation options:

   • One invoice per project - multiple invoices will be created per project. If you have multiple projects for the same client one invoice will be created per project.

   • One invoice per client - multiple invoices will be created per client. If you have multiple projects for the same client one invoice will be created per client containing multiple project items.

   • One invoice containing all invoice items - select the client to associate these items with. One invoice will be created for all items regardless of the client or project these items are associated with.

4. Select the appropriate radio button and click Next.

5. If creating one invoice, the invoice is created and displayed. Click Save to save the invoice.

6. If creating multiple invoices, the invoices are created and saved. The Invoices screen is displayed.

Add to Invoice

This function allows you to add invoice items to a previously created invoice.

1. In the list of items Due for Invoicing, tick the check box against all the items you wish to add to an existing invoice.

2. Click Add to Invoice.

3. All current draft invoices will be displayed.

4. Click on the Identifier of the invoice you wish to add these items to.

5. Click Yes to the popup prompt.

6. The items are added and the invoice displayed.

7. Click Save.

Write Off Item(s)

This function allows you to write off invoice items that have been created from invoice rules but are not deemed suitable for billing to the customer.

1. In the list of items Due for Invoicing, tick the check box against all the items you wish to write off.

2. Click Write Off Items.

3. The selected items will be written off.

View Written Off Items / View Billable Items

This function allows you to toggle between viewing current project invoice items due for invoicing and those that have been written off.

To reinstate previously written off items:

1. Toggle to View Written Off Items.

2. In the list of items, tick the check box against all the items you wish to reinstate.

3. Click Reinstate Items.

4. The selected items will be reinstated for billing.

Refresh Due

The Refresh Due function examines your project fixed fee, time and expense invoice rules and identifies any invoice items that are due for invoicing.

It adds these items to the table ready for you to select for inclusion in an invoice.

1. Click Refresh Due to refresh items due for invoicing.

   • If you have enabled the date range prompt for recharge invoicing, verify and if required amend the Start and End date.

   • If any changes have been made to the project since loading, you will be prompted that an automatic save of the project will take place.

1. The table will update with all time, expenses and fixed fee items.

2. You can select any item by clicking the Net value. This will open the invoice item providing read only access to all information.

Note: Invoice items cannot be edited until they have been added to an invoice.

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