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.
- 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.
- Select the Post button.
- 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.