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Note that a project can only have one draft invoice in existence at any one time. To invoice items posted after a draft invoice has been created, you can either delete the draft invoice then recreate a new draft invoice (which would pick up all eligible items) or complete the existing draft invoice and then create a new invoice (to pickup just the newly posted items).

The Through Date selection criteria can be used to narrow down the time frame for which details will be included in the output. In this control you have the option of specifying:


The resulting list generated will be similar to the image below. Any projects which are being invoiced as a group will be annotated by a black diamond as shown below. The eyeglasses provide a popup with a view into the projects in the group and their billing data.

The Billing Manager will place a check mark next to each project to be invoiced and click on the Generate Invoice button to initiate the process. Selecting the check box at the top of the column will toggle all check box values (checked / unchecked). The values can be clicked to see the detailed supporting data prior to generating an invoice for that project.

Add Invoice Feedback

Once the Invoice Generation is run, the Billing Manager will see feedback written to the screen that will indicate the projects and status of each project included in the creation process.  Should any unexpected issues be encountered, additional details will be written to the screen for the effected project.

Creating an Custom Invoice amount with Additional Items

If you wish to create a project invoice and there are no billable items, then on the Add Invoice Search page check the box at the foot of the screen for ‘Include Projects with no billable data’ as in the screenshot below  The subsequent screen will allow you to create a blank draft invoice on which Additional Items can be included.

Additional Information

KC - FAQ - Is there a quick list of steps for posting/invoicing?