Write down or write up a project invoice

 

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Projects Costing & Billing
User type

Business user with admin privileges

Construction Manager

Project Manager
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 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.
  1. Go to Projects > All > Invoices > Generate Sales Invoices.
  2. Select the Customer from the dropdown list, then select Preview.
  3. In the Price column do one of the following:
    • Write-down the invoice: Set the price of the entry to zero, or to a lower price.
      • You may have a project invoice which contains time or expense entries that you do not want to bill to your customer. For example, you decide not to charge a customer for a particular timesheet entry. You can write down the invoice so as not to bill the customer while still tracking employee time. You can decrease the price of line items to write down a project invoice and decrease the amount owed by your customer.
    • Write-up the invoice: Set the price of the entry to a higher amount to write up the project invoice and increase the amount owed by your customer.
  4. Click Create invoice.