Due for Invoicing

The due for invoicing table displays all items ready for invoicing.

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

The due for invoicing table is available via Projects > Project > Invoice Schedule or Invoicing > Due Invoicing pages

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 Due for Invoicing 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.
   Invoice items cannot be edited until they have been added to an invoice.

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.

1. Click Create Invoice.

2. The invoice is created with the items attached.

3. Click Save.

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 Items

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.

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