Enter Invoice and Receipt History

You can enter information about invoices and receipts that your projects generated before the installation cutoff date.

If you do not enter full invoice and receipt history, you will not have a complete Accounts Receivable Ledger and job-to-date amounts on the Office Earnings report. You may also be unprepared for revenue generation.

To enter invoice and receipt history:

1. On the Navigation menu, click Utilities > History Loading > Invoice and Receipt.
2. On the Project Invoice and Receipt History form, open the project record that you want to update.
3. Complete the fields on this form.
4. Click Save.