Enhanced interface

Generate a project AR sales invoice for time and materials 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.

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.
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 determines the billable cost entries that can be included with the 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. Also select to summarize to a single entry on the time and materials project contract line.
- Select to summarize by project contract line in project contracts to show summarized lines in the Time and Materials summary grid when you generate a project AR sales invoice.
- Summarized time and materials lines convert to an AR sales invoice using a price conversion type with a quantity of 1.
- Summarized lines display the summarized checkbox in the time and materials summary grid when generating project AR sales invoices.
- Summarized project contract lines display with the summarized checkbox on the AR sales invoice line.
Generate a project AR sales invoice with the Time and materials summary grid. Then, view or update your billing amount for the project contract line. Individual entries appear for inclusion or exclusion in the AR sales invoice.
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.
Accept or adjust the quantity, price, retainage percentage, or amount retained for each billable entry.
Select to include the entry in this AR sales invoice billing. This updates the total billing amounts in the Selected time and material expense summary for each project contract line on this AR sales invoice.
When finished, select Create AR sales invoice.
To print or email the AR sales invoice, go to Projects > All > AR sales invoices > View.