Generate project invoices

Generate invoices for transactions made against your project. You can create one or more invoices for your customer, or for a particular project. You can also decide whether to bill your customer for corporate credit card transactions, expenses, labor, and AP/PO purchases accrued by resources. Selecting which transactions to include in the invoice automatically links all supporting document attachments to this invoice.

Project-related credit card transactions marked as billable and related to a project or customer appear in project invoicing automatically.

When you generate a project invoice, you can:

  • Preview an invoice for one particular customer or project. Select which transactions and source document attachments to include. You can then generate the selected invoice.
  • Run a pre-bill report to see billable items and totals for multiple projects before you generate invoices. You can also run an exception report by filtering the pre-bill report to show only unapproved items and only items with blank prices.
  • Generate all invoices, or a filtered subset of invoices.
You decide which attachments to email with a project invoice. There are two options: send documents attached to the project invoice or send all attachments that originated from source documents for the project invoice. Learn how to link source document attachments to project invoices.
You cannot import Construction project contract invoices.
If you're invoicing the customer for time, expenses, or AP/PO purchases, fill in the pricing information here. Follow the directions for setting up prices based on billing rates or percentage markup from cost. At invoice time, if you do not choose a price list, the project-specific pricing on the Resources and billing tab is used.
Subscription

Projects Costing & Billing
User type

Business user with admin privileges

Construction Manager

Only Business users with admin privileges and Construction Manager user types can generate project invoices. Project managers can generate draft project invoices from the Pre-Bill report. Learn about project user types.
Permissions

Generate Sales Invoices

  • Run: allows users to generate a Pre-Bill report

  • Add: allows users to create an invoice

    The Project Manager user type can create draft invoices only. The Business user with admin privileges and Construction Manager user types can create and post invoices.

  • Edit and delete: allows the Project Manager user type to add, change, or delete only their own draft project invoices. The Business user with admin privileges and Construction Manager user types can edit invoices created by other user types.