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Changing percent complete billing

  1. Open the client invoice you want to change.
  2. Change the client invoice number, status, and dates, as needed.
  3. Click the Percent Complete tab. The table contains all transactions for the invoice that have billable percent complete amounts.
Note: Some transactions may not be eligible for billing. For example, you may be tracking but not billing time and expense transactions. These transactions do not appear on the invoice but are only attached to it.
  1. To see or change detail entries, select the appropriate phases, and click the Entries button. The Worksheet Time and Expense Entries window appears. Click Save to save any changes. Click Cancel to close the window.
Note: Timesheet entries that were rejected have a status of Hold and appear in light brown. You cannot change the status on these work-in-progress items until the time is unrejected.
  1. Change information, as needed:

Column

Description

Phase

View only - The phase of the project

Contract amount

View only - The contract amount for the transaction

Percent to bill

The percent of the contract amount billed on the invoice for the transaction.

Billing amount

The amount billed on the invoice for the transaction

Optional columns:

Activity type

View only - The activity for the transaction

Prior percent billed

View only - The percent of the contract amount that has already been billed

Prior billed amount

View only - The previously billed total for the phase and activity

Total percent billed

The percent of the contract amount for this phase and activity that has already been billed

Total billed amount

The billing amount plus the prior billed amount

Sales tax amount

The sales tax on the transaction

Contract remaining amount

The amount of the contract available to bill

Billable WIP

The amount of billable work-in-progress (WIP)Closed associated with the invoice. Any WIP with a status of Hold or Defer is not included.

Notes

Enter or change any notes.

  1. In the table, you can also choose to
  1. Change text, total amounts, or notes for the invoice, as needed.
  2. Click the Attachments tab, and change the attachment information, as needed.

     
  3. If the invoice has transactions with other billing types (in addition to Percent Complete), the table contains additional tabs, where you can change the following:
  1. Click Save.
  2. Click Close.

 

 

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