Create Preliminary Invoice from Invoice Plan

Explanation

Use this function to create a preliminary invoice based on the data set up in the Invoicing Plan. When selecting Create Invoice you will be asked if you want to include the normal transactions on the invoice.
If you select No, only the amount in the Invoice Plan will be included on the invoice.
If you select Yes, all invoiceable normal transactions on the project or subproject (your choice) will be included on the invoice in addition with the amount from the Invoicing Plan. You need to specify a From Date and To Date in this case.

Prerequisites

Invoicing Plan must be defined.

System Effects

As a result of this entry, a preliminary invoice is created.

Window

Invoicing Plan

Related Window Descriptions

Invoicing Plan

Procedure

1. Select the Invoicing Plan you want to invoice, and select the menu option Create Invoice.
2. Enter an Invoice Date. The current date will be suggested as default.
3. Choose whether you want to include all normal transactions that exists in this timeperiod on the invoice. If you select Yes you need to specify if transactions are to be included from the entire project or only the same sub project as the Invoicing Plan amount. You also have to select a timeperiod.
   
   If you select No, only the amount specified in Invoicing Plan will be included on the Invoice.
4. Select OK.