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Client Invoice inquiry

Ajera automatically creates client invoices for projects and updates them as you enter billable time and expense transactions.

Use this inquiry to see information for each active client invoice. The information includes client, project ID and description, invoice amount, amount received, aging information, and invoice status.

If needed, you can add predefined columns and view supplemental information such as invoice type and group, and a breakdown of invoice amount based on labor, expenses, and consultants.

Using the inquiry

From the Inquiry menu, click Client > Client Invoice.

Audience

Accounting staff

Standard columns

Column	Links to this inquiry	Description	Date range available
Invoice Status		The status of the invoice Examples: Approved, Draft, Final, Hold, Reissue, Writeoff
Client	Client	The name of the client associated with the invoice
Project ID & Description	Project	The ID and description of the project associated with the client invoice
Invoice Number	Client Receipt	The user-provided alphanumeric identifier of the client invoice
Invoice Date		The date of the client invoice Aging is based on this date.
Amount		The total amount of the client invoice, including labor, expense, consultants, adjustments, and sales tax	x
Amount Received	Client Receipt	The amount of the invoice paid by the client
Amount Written off	Client Receipt	The amount of the invoice written off for the client
Outstanding		The amount of the invoice remaining to be paid by the client after the invoice has a status of Final
Aging 0-30		The amount remaining to be paid on a client invoice under 31 days old
Aging 31-60		The amount remaining to be paid on a client invoice between 31 and 60 days old
Aging 61-90		The amount remaining to be paid on a client invoice between 61 and 90 days old
Aging 91-120		The amount remaining to be paid on a client invoice between 91 and 120 days old
Aging +121		The amount remaining to be paid on a client invoice older than 120 days old

Predefined columns

You can add predefined columns to this inquiry. Many columns are available, organized in these categories:

Invoice info
Amounts
Billing review
Description/text
Miscellaneous
Defined links

Column	Links to this inquiry	Description	Date range available
Invoice info:
Client Invoice Key		The database identifier of the client invoice
Invoice Type		The type of client invoice Examples: Client Invoice, Finance Charge
Client Key	Client	The database identifier of the client associated with the invoice
Project Key	Project	The database identifier of the project associated with the client invoice
Project ID	Project	The user-provided alphanumeric identifier of the project associated with the client invoice
Project Description	Project	The name of the project associated with the client invoice
Project Status		The status of the project associated with the client invoice Examples: Active, Billing hold, Closed, Hold, Marketing (Business Development only), Preliminary, Work hold
Project Type Key		The database identifier of the project type associated with the client invoice
Project Type	Project Type	The project type associated with the client invoice Examples: Residential, Commercial, Interiors
Client Type Key		The database identifier of the client type associated with the client invoice
Client Type	Client Type	The client type associated with the client invoice
Project Manager Key		The database identifier of the project manager associated with the client invoice
Project Manager	Employee	The project manager associated with the client invoice
Principal in Charge Key		The database identifier of the principal in charge associated with the client invoice
Principal in Charge	Employee	The principal in charge associated with the client invoice
Billing Contact Key		The database identifier of the billing contact associated with the client invoice
Billing Contact	Contact	The billing contact associated with the client invoice
Project Company Key		Multi-company only. The database identifier of the company associated with the project
Project Company Name		Multi-company only. The name of the company associated with the project
Invoice Group Key		The database identifier of the invoice group associated with the client invoice as defined in Setup > Projects. If no specific invoice group exists, this column displays Invoice Group.
Invoice Group		The invoice group associated with the client invoice
Invoice Accounting Date		The accounting date associated with the invoice once it is Final. this date determines when the information appears on financial statements.	x
Cutoff Date		The date Ajera uses to determine which transactions are billable and can be attached to the client invoice Transactions before the cutoff date have a status of Billable; those after the cutoff date have a status of Defer.	x
Billing review (unavailable in ajeraCore):
Project Manager Action		A check mark indicates that the invoice is ready for review by the project manager.
Billing Manager Action		A check mark indicates that the invoice is ready for review by the billing manager.
Principal Action		A check mark indicates that the invoice is ready for review by the principal.
Accounting Action		A check mark indicates that the invoice is ready for review by accounting.
Billing Review Stage Key		The database identifier of the billing review stage associated with the client invoice
Billing Review Stage		Indicates at what stage the client invoice is in the billing review process
Billing Review Due Date		Indicates the due date for the current billing review stage For example, a PM Review stage with a due date of 12-2-10 indicates that the project manager must complete the review by December 2.	x
Invoice Details		Displays a link to the Client Invoice Preview window
Amounts:
Amount Labor		The amount of the labor cost on the client invoice	x
Amount Expense		The amount of expenses on the client invoice	x
Amount Consultant		The amount of consultant costs on the client invoice	x
Amount Adjustment		The total amount of invoice adjustments	x
Amount Adjustment Labor		The amount of invoice adjustments with an activity type of Labor	x
Amount Adjustment Expense		The amount of invoice adjustments with an activity type of Expense	x
Amount Adjustment Consultant		The amount of invoice adjustments with an activity type of Consultant	x
Amount Sales Tax		The amount of sales tax on the client invoice	x
Amount Prepayment		The amount of prepayment applied to the client invoice	x
Balance as of Invoice Date		The amount remaining to be paid by the client as of the invoice date. Use this column to create Outstanding Balance and Aging columns by applying a cutoff date range to the column properties.	x
Balance as of Accounting Date		The amount remaining to be paid by the client as of the accounting date	x
Last Receipt Date		Date of the last receipt paid by the client toward the invoice	x
Description/text:
Header Text		Text entered on the project or invoice group that you want to print as the header for the client invoice
Footer Text		Text entered on the project or invoice group that you want to print as the footer for the client invoice
Notes		Notes entered on the Notes tab of the invoice in Manage Client Invoices
Miscellaneous:
Billing Type		The method used to calculate billing on this client invoice as defined on the project, phase, or invoice group Examples: Fixed Fee, Multiple, Percent Complete, Percent of Construction, Time & Expense, Unit Price
Billing Manager Key	Employee	The database identifier of the billing manager associated with the client invoice
Billing Manager	Employee	The name of the billing manager associated with the client invoice
Defined links:
Link - GL Entry - Accrual	GL Entry - Accrual	A link to the GL Entry inquiry
Link - Client Receipt	Client Receipt	A link to the Client Receipt inquiry
Link - Transaction	Transaction - All	A link to the Transaction - All inquiry
Link - Billing Review History	Billing Review History	A link to the Billing Review History inquiry