Bill Details

When you have selected a project, the customer to be invoiced will default into this field from the Project Billing Information screen (Projects\Maintain\Billing). You can override this field by entering, or using Lookup to select, a different customer. A customer is required for all project invoices.

The non-editable field to the right displays the customer name.

Select the status of the invoice from the drop-down box. A status of "SELECTED" indicates that this invoice will be selected for posting when invoices are posted in the Post Milestone/Percent Complete Bills screen. Unselected invoices will not be posted.

Use the "UNSELECTED" status when you are entering and adjusting the bill.

Enter, or use Lookup to select, the terms of the invoice. The terms displayed are initialized in the Customer Terms screen. The terms selected determine the due date of the invoice.

Using the drop-down box, select either "TOTAL" or "LINE ITEM" as the type of retainage for this invoice. If you use "LINE ITEM" retainage, you can accommodate different retainage percentages at each line item/phase.

This non-editable field displays the transaction currency of the invoice. You can change the transaction currency of the invoice in the Exchange Rates subtask.

The transaction currency that was selected in the Project Billing Information screen (Projects\Maintain\Billing) automatically displays, but you can change the currency in the Exchange Rates subtask.

The customer's purchase order number, if any, will default to this non-editable field from the Basic Info screen in the Project User Flow (Projects\Maintain\Project).

Enter the company-wide invoice number for this invoice. If you leave this column blank, the system will assign the invoice number when you save the screen.

Enter, or use Calendar Lookup to select, the invoice date, or allow the system date to default into this field.

Enter, or use Calendar Lookup to select, the due date, or allow the system date to default into this field.

Use this field to attach a file to your milestone/percent complete bill. You can use this feature to attach a copy of this bill, the section of the contract that defines the billing requirements, documentation for the bill such as timesheets or vouchers, or other information regarding contract funding. You should attach documents before you post the bills.

Enter the location of the file that you want to attach to your bill. You can also select the Browse for file pushbutton to the right of this field to open a dialog and navigate your network to locate the file that you want to attach to your bill.

Use the Open file pushbutton to view the attached file. The system displays an error message if no document location has been entered.

Note:  You can save a copy of this bill in the document location. After making your final edits, set the Status to "Selected" and use the Print Milestone/Percent Complete Bills screen (Projects\Transactions\Billing) to print the bill to a file in the document location.