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Project Invoicing - Examples

Overview
Illustrated below is an example of the Project Invoicing report printed to screen with the Overview option chosen. The top section of the report summarises the Project Transactions that have not yet been invoiced: this is shown if the Inv. Trans. option has been selected. The section has three sub-divisions showing Items representing time, purchases (including materials) and Stocked Items delivered from Sales Orders against the Project.

For each Item, a single line is shown with a total amount to be invoiced. The amount budgeted for each Item is also shown.

Clicking on an Item Number opens a second window listing the Project Transactions featuring that Item. This is shown below. In addition (not shown), clicking on an underlined Budget figure opens the appropriate Budget record.

A further level of drill down is available from this list: click on an item Number or employee initials to open a Project Transaction:

If necessary, the Project Transaction can now be changed (e.g. a Discount or Markup could be added). After saving, use the 'Recalculate' function on the Operations menu of the reports on the level above to have the changes included. This provides an extremely convenient and simple method to make final adjustments to Projects before invoicing.

The second part of the Project Invoicing report, shown if the Invoice option has been selected, shows the contents of an Invoice, were one to be raised at the time of producing the report. This includes deductions for down payments that have already been invoiced. Each line in this section of the report represents a row as it would appear on the Invoice, following the rules set on the 'Time & Purchases' and 'Stock & Materials' cards of the Project register. In this example, all four invoicing options are set to "by Items", so a single total invoiceable figure is shown for each Item:

Below this section are totals for the Project and for the report as a whole.

Detailed
Choosing to use the Detailed option affects the first section of the report only (the Inv. Trans. section). All Project Transactions for each Item are shown individually.

Click on an Item Number, employee initials or Description to open the appropriate Project Transaction and on a Budget figure to open a Project Budget record.

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