Field descriptions: Preview a project invoice

Budgeted billing amount

If you're invoicing by project, this is the amount you've budgeted to bill for this project. This is set in the Project Summary (Projects > All > Projects > Edit > Project Summary tab).

Billed-to-date

If you're invoicing by project, this is the amount you've billed up to today (Actual billings) for this project. This is set in the Project Summary (Projects > All > Projects > Edit > Project Summary tab).

Budgeted duration

If you're invoicing by project, this is the amount of time in hours you've budgeted for this project. This is set in the Project Summary (Projects > All > Projects > Edit > Project Summary tab).

Billed-to-date-hours

If you're invoicing by project, this is the amount of time in hours you've billed for this project up to today (Total billed hours). This is set in the Project Summary (Projects > All > Projects > Edit > Project Summary tab).

The total amount of the billable transactions in Preview. You can measure this against your budgeted billing amount and deselect or write off transactions to adjust the total in real time.

Invoice template

Prefilled based on the selection you made on the first Generate Invoices page.

Can’t be edited.

Customer

The customer you’re invoicing.

Project

The project you’re invoicing.

Invoice date

The date the invoice was created. The default is the current date.

GL Post date

The date the invoice posts to the GL. The default is the current date.

Payment term

Defaults from the project.

Due date

Required.

Must be in MM/DD/YYYY format.

You can also click the Calendar icon and then click the date you want.

Bill-to contact

Defaults from the customer.

Ship-to contact

Defaults from the customer.

Invoice reference / purchase order

The invoice reference number on your invoice, which is also the purchase order associated with your project.

Invoice message

Enter a message for your invoice. If your project or customer was created with an invoice message associated with their record, that message will appear here automatically.

Save document as

Choose to save your document as either Submitted and posted or as a Draft.

Price list

Select the default Price List that will be used to look up prices, if project-specific pricing isn't specified.

Invoicing currency

The currency in which your invoice will be generated.

• If you selected to Determine invoice currency by: Project or customer on the Generate Invoices page, the invoice currency will be the customer's currency. However, if you created an invoice currency override for your project, this will be the invoicing currency instead.

  If your customer doesn't have a currency, and your project doesn't have an invoice currency override, the default invoicing currency is the same as the base currency of your entity.

• If you selected to Determine invoice currency by: Manual, this field will show the invoice currency that you chose from the Invoicing currency dropdown on the Generate Invoices page.

Exchange rate date

Must be in MM/DD/YYYY format.

You can also click the Calendar icon and then click the date you want.

Exchange rate type

By default, the exchange rate type is the Intacct Daily Rate.

Exchange rate

You can override the default exchange rate. For example, if the administrator hasn’t yet entered the rate for today, rather than using the last rate entered, you can enter it directly into this field.

Default warehouse

Default department

Default location