Pre-Invoicing Steps Use the procedures in the subtopics to create and work on pre-invoices. Related Topics:Create a Pre-Invoice Use these steps to create a pre-invoice. Create Pre-Invoice to Work Order To add pre-invoices to your invoicing for work orders, set up work orders to include pre-invoices, and then enact those work orders. Reconcile Pre-Invoice Payments Once a payment is made, a pre-invoice behaves like an invoice on account. There are numerous ways to reconcile a pre-invoice / invoice on account payment. View Pre-Invoices Use these steps to view pre-invoices on a job. Cancel Pre-Invoices You can cancel pre-invoices manually via a Cancel Pre-Invoices action, or automatically, through printing of a T&M invoice. Restore Invoices / Undo Cancel You can undo a cancellation regardless of whether it was cancelled manually via the Cancel Pre-Invoice action, or automatically through printing of a T&M invoice. Create T&M Invoice with Pending Pre-Invoices To create a T&M invoice on a job with pending pre-invoices, the process is exactly the same as without pre-invoices, except that additionally, the pending pre-invoices are selected for cancellation on the draft. When the T&M invoice is printed, the pre-invoices are cancelled and reported on the T&M printout. Schedule Pre-Invoices To schedule pre-invoices, you must set up the invoicing plan, and then enact the plan. Reporting Pending Pre-Invoices There is one standard Maconomy report to show pending pre-invoices. It is not available in a workspace, and must be accessed via Single Dialogs. Parent Topic: Invoicing Steps HomeProject ManagementInvoicing StepsPre-Invoicing Steps
Pre-Invoicing Steps Use the procedures in the subtopics to create and work on pre-invoices. Related Topics:Create a Pre-Invoice Use these steps to create a pre-invoice. Create Pre-Invoice to Work Order To add pre-invoices to your invoicing for work orders, set up work orders to include pre-invoices, and then enact those work orders. Reconcile Pre-Invoice Payments Once a payment is made, a pre-invoice behaves like an invoice on account. There are numerous ways to reconcile a pre-invoice / invoice on account payment. View Pre-Invoices Use these steps to view pre-invoices on a job. Cancel Pre-Invoices You can cancel pre-invoices manually via a Cancel Pre-Invoices action, or automatically, through printing of a T&M invoice. Restore Invoices / Undo Cancel You can undo a cancellation regardless of whether it was cancelled manually via the Cancel Pre-Invoice action, or automatically through printing of a T&M invoice. Create T&M Invoice with Pending Pre-Invoices To create a T&M invoice on a job with pending pre-invoices, the process is exactly the same as without pre-invoices, except that additionally, the pending pre-invoices are selected for cancellation on the draft. When the T&M invoice is printed, the pre-invoices are cancelled and reported on the T&M printout. Schedule Pre-Invoices To schedule pre-invoices, you must set up the invoicing plan, and then enact the plan. Reporting Pending Pre-Invoices There is one standard Maconomy report to show pending pre-invoices. It is not available in a workspace, and must be accessed via Single Dialogs. Parent Topic: Invoicing Steps HomeProject ManagementInvoicing StepsPre-Invoicing Steps