Print and Post Project Invoices

Posting an Invoice Record will automatically determine and generate GL distributions, and integrate an Accounts Receivable transaction to the Backoffice Financial / ERP solution.   Posting the transaction also updates actual amounts on project budgets which roll up to Project Task and Project levels. 

Procedure

  1. Navigate to Billing / Invoices. Use the left navigation to find all invoices, or select an invoice from the Invoice tab when viewing a project form.
  2. Select the Post button.
  3. The invoice will return in an inactive state. The GL Distribution tab can be viewed to see posted transaction details.

Print or Download an Invoice

View a formatted invoice by selecting  Run Report and then Invoice . Select the printer icon to print the formatted invoice or the floppy disk icon to download the invoice in your choice of formats.

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