Enhanced interface

Generate project AR sales invoices for Construction project contract lines

Construction subscription is needed. To enable a Construction subscription, contact your Sage Intacct account manager. Regional support for Construction is limited to the United States, Canada, Australia, and the United Kingdom.

Subscription	Construction Projects configured for Project Costing and Billing
Regional availability	Australia Canada United Kingdom United States
User type	Business Construction Manager Project Manager
Permissions	Generate Sales Invoices Run: allows users to generate a Pre-Bill report Add: allows users to create an AR sales invoice The Construction Manager and Business user types can create and post AR sales invoices. The Project Manager user type can create draft AR sales invoices only. Edit and delete: allows users to edit and delete AR sales invoices The Construction Manager and Business user types can edit AR sales invoices created by other user types. The Project Manager user type can add, change, or delete only their own draft project AR sales invoices.

Previous step: Configure Construction

Go to Projects > All > AR sales invoices > Generate Sales Invoices.
If you do not see the Generate Sales Invoices or Pre-Bill Report option on the Projects menu, see your administrator to add it to your application.

You cannot import Construction project contract AR sales invoices.
Select to AR sales invoice by project contract.
For AR sales invoice template, select the appropriate transaction definition for this project contract.
For AR sales invoice date, select the date to use for posting entries to the General Ledger.
Select a Billing through date, or the date through which you want to AP supplier invoice for work completed.
This date is compared to the Price effective date on the line entries and linked change request entries. Amounts dated after the Billing through date are excluded during billing.
Select whether to create a draft AR sales invoice or a posted AR sales invoice:
- Draft: This option creates a draft Order Entry AR sales invoice only, without an Accounts Receivable AR sales invoice. General Ledger entries are not created, and the project contract totals are not updated.
- Submitted and posted: This option creates a posted Order Entry AR sales invoice and a related Accounts Receivable AR sales invoice. It also creates entries for General Ledger and updates the project contract totals.
Select Preview.
In the Project contract summary section, enter the Current billing application number.
Cost entries marked as billable and not included in a previous AR sales invoice appear, organized by type of transaction.

To see details of the original entry, select View source:
- The Project contract line ID assigned to each entry is based on the link between the project contract line and the project task. Only cost entries with a Project contract line ID are marked up.
- Cost entries for unlinked project tasks also display but without a Project contract line ID. You can assign or change the Project contract line ID, if needed. Cost transactions that meet the rate table's criteria are marked up.
- You can bill a project contract line linked to a negative change request, as long as the billing or billed amount does not exceed the absolute value of the line. For example, for an amount of negative 5000, you cannot bill the line for negative 5001, or bill the line for +1 because both amounts exceed the absolute value for the line.
Progress billing information appears in the Project contract billing section where you can do the following:
- Enter the percent complete to date or the amount completed this period.
- Enter the stored materials, if needed for reporting.
- Enter or change the retainage percent or the retainage to hold this period.
  To ensure that all lines appear on the printed AR sales invoice with the correct accumulated totals, select all lines even if there's nothing to bill for the line.
Select Save.
When finished, select Create AR sales invoice.