The project invoice is set up so you can invoice hours, costs or the project with a fixed price. It is also possible to invoice the project with a combination of fixed price, costs and hours.
In order to invoice the project, you must create an invoice plan.
Creating an invoice plan gives you the opportunity to distribute invoicing for a project over several periods, as you can set up several invoice plans for one and the same project.
The date set on the invoice schedule also determines which hours can be included in each invoice plan.
After you create an order based on the invoice plan, the invoice plan will be locked and it will not be possible to add or change the invoice basis in this overview.
If you need to make changes, this can be done via Search Order / Invoice or Order Status under the main module Finance.
New Invoice Plan
To be able to invoice in from the project, you must create an invoice plan. In the upper right corner, click New and specify the date in the dialog that appears.
New Invoice Plan - Multi-Customer Projects
When you create a new invoice plan for a Multi-customer project, you must choose which customer the invoice plan should apply to. In the drop-down menu for customer selection, the customers you have led hours on the project will appear.
Billing Hours
After creating the billing plan, click Hours. Hours entered against the project with date earlier or equal to the date set on the invoice plan will then appear in the list.
Select the hours you want to transfer to the invoice basis and click Transfer and continue Back to get to the overview that now shows the invoice basis.
To create an order of transferred hours, click Create Order - an order is now created based on invoice based with order status Timer in the system.
To finalize the order, go to Search Order / Invoice or Order Status under the main module Finance .
Fixed Price Billing
After creating the invoice plan, click Fixed Price. A dialog box appears on the screen where you can search for the product to be used and further determine the number, price, price and add a description.
By default, the description is set to the product name, and if you change the description, it will affect the product name as it appears in the order and on the printout.
Costs
After creating the invoice plan, click Costs. Charges entered through the hour record with date earlier or equal to the date set on the invoice schedule will then appear in the list.
Highlight the costs you want to add to the invoice basis and click on Transfer and Back to get to the overview that now shows the invoice basis.
To create an order of transferred costs, click Create Order - an order is now created based on invoice based with order status Timer in the system.
To finalize the order, go to Search Order / Invoice or Order Status under the main module Finance .
Change the invoice basis
Right-click on the item line to add another product to be used in the item line or to delete the item line from the invoice basis.
If you delete the item line from the invoice basis, you will find it again by clicking Hours or Costs in the menu.