Create Preliminary Invoice from Invoice Plan
Explanation
Use this function to create a preliminary invoice based on
the data set up in the Invoicing Plan. When selecting Create Invoice you will be asked if
you want to include the normal transactions on the invoice.
If you select No, only the amount in the Invoice Plan will be included on
the invoice.
If you select Yes, all invoiceable normal transactions on the project or
subproject (your choice) will be included on the invoice in addition with the amount from
the Invoicing Plan. You need to specify a From Date and To Date in
this case.
Prerequisites
Invoicing Plan must be defined.
System Effects
As a result of this entry, a preliminary invoice is created.
Window
Invoicing Plan
Related Window Descriptions
Invoicing
Plan
Procedure
- Select the Invoicing Plan you want to invoice, and select the menu option Create
Invoice.
- Enter an Invoice Date. The current date will be suggested as default.
- Choose whether you want to include all normal transactions that exists in this
timeperiod on the invoice. If you select Yes you need to specify if
transactions are to be included from the entire project or only the same sub project as
the Invoicing Plan amount. You also have to select a timeperiod.
If you select No, only the amount specified in Invoicing Plan will be
included on the Invoice.
- Select OK.