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Creating Invoices

If a Project is to be invoiced on an "Actual" basis, Invoices for that Project will be created from the invoiceable records in the Project Transaction register (i.e. those without Invoice Numbers) and therefore they will charge for the work that was actually carried out and for the Items that were actually supplied. You can create these Invoices using the following methods:
  • Using the 'Create Project Invoices' Maintenance function.

  • By opening a Project Budget in a record window and selecting 'Invoice' from the Create menu (Windows/macOS) or + menu (iOS/Android). In effect, this function will run the 'Create Project Invoices' Maintenance function for the Project whose Budget you are viewing.
Please refer here for full details.

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The Project Transaction register in Standard ERP:

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