Invoicing

Preparations

1. Check the reconciliation list in Backoffice: Project accounting/reconciliation time and make sure that everybody has reported their hours.
2. Update Fees, Purchases and Other in Backoffice: Project accounting/Update. How and why do I need to do this?

Create invoice

The invoicing procedure varies depending on what kind of invoices you are about to make. There are also differences depending to if you use the invoice tab in Client & Project or not (see separate chapters). An invoice consists of an invoice text and invoice content; these have to agree before a sharp printout is possible.

Create invoice when invoice text exist

The tab Invoices is shown in red when there is one or several invoice texts created in Client and Project and/or when there are unprinted invoices on a project.

Open the tab Invoices, select an invoice and click Open.

Invoice content

As Invoice type, select Invoice. Open the invoice content tab to see what there is in the project’s WIP in Fees, Purchases and Other respectively. Select the rows that are going to the invoice. The whole WIP amount on that row will be moved to the column This Invoice. If not everything shall be invoiced, select the row and click on Change amount and fill in a new, lower amount. You can deepen in employee, category, code and period.

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