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Client Invoice Base

Use this base to see information for each active client invoice.

Available Columns Description Date Range Available Chartable Links to Page
General Information
Accounting Action A check mark indicates that the invoice is ready for review by accounting.      
Billing Manager Action A check mark indicates that the invoice is ready for review by the billing manager.      
Billing Review Stage Indicates at what stage the client invoice is in the billing review process      
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

     
Client Account ID The account ID associated with the client      
Client Address 1 The first line in the main address for the client      
Client Address 2

The second line in the main address for the client

Examples: suite number, building number

     
Client Address 3 The third line in the main address for the client      
Client Address

The first line in the main address for the client

Example: street address

     
Client City The city name in the main address for the client      
Client Contact 1 Email The email address for Client Contact 1      
Client Contact 2 Email The email address for Client Contact 2      
Client Contact 3 Email The email address for Client Contact 3      
Client Contact 4 Email The email address for Client Contact 4      
Client Contact 5 Email The email address for Client Contact 5      
Client Contact 6 Email The email address for Client Contact 6      
Client Contact 7 Email The email address for Client Contact7      
Client Contact 8 Email The email address for Client Contact 8      
Client Contact 9 Email The email address for Client Contact 9      
Client Contact 10 Email The email address for Client Contact10      
Client Contact 11 Email The email address for Client Contact 11      
Client Contact 12 Email The email address for Client Contact 12      
Client Contact 13 Email The email address for Client Contact 13      
Client Contact 14 Email The email address for Client Contact 14      
Client Contact 15 Email The email address for Client Contact 15      
Client Contact 16 Email The email address for Client Contact 16      
Client Contact 17 Email The email address for Client Contact 17      
Client Contact 18 Email The email address for Client Contact 18      
Client Contact 19 Email The email address for Client Contact 19      
Client Contact 20 Email The email address for Client Contact 20      
Client Country The country name for the client      
Client Email Template The email template used for the client      
Client Fax Number The fax number for the client      
Client Fax Text A description of the fax number for the client      
Client Phone 1 Number The primary phone number for the client      
Client Phone 1 Text

A description of the primary phone number for the client

Examples: Office, Cell

     
Client Phone 2 Number The secondary phone number for the client      
Client Phone 2 Text

A description of the secondary phone number for the client

Example: Home

     
Client Phone 3 Number The tertiary phone number for the client      
Client Phone 3 Text A description of the tertiary phone number for the client      
Client Phone Numbers The phone numbers for the client      
Client State The state name in the main address for the client      
Client Type The client type associated with the client     Client Type
Client ZIP The ZIP code in the main address for the client      
Client The name of the client associated with the invoice     Client
Company Name The name of the company associated with the client invoice     Company
Department Name The name of the department associated with the client invoice     Department
Email Invoice User The name of the person who emailed 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      
Has Billable WIP Indicates the client invoice has billable WIP associated with it      
Header Text Text entered on the project or invoice group that you want to print as the header for the client invoice      
Invoice Delivery Preference The invoice delivery preference selected for the client in Setup > Clients      
Invoice Group The name of the invoice group associated with the client invoice      
Invoice Number The user-provided alphanumeric identifier of the client invoice     Client Invoice
Invoice Status

The status of the invoice

Examples: Approved, Draft, Final, Hold, Reissue, Writeoff

    Client Invoice
Invoice Type

The type of client invoice

Examples: Client Invoice, Finance Charge

     
Is Invoiced Emailed This indicates if the invoice has been emailed      
Notes Notes entered on the Notes tab of the invoice in Manage Client Invoices      
Pay Now URL

The Pay Now URL from the Bill & Pay integration.

The Pay Now URL is a unique url for an invoice that supports electronic payment of that invoice in Bill & Pay.

      
Principal Action A check mark indicates that the invoice is ready for review by the principal      
Project Client Statement Template

The client statement template assigned to the project associated with the client invoice

Note: If the client is apart of an invoice group, this will display information associated with the invoice group of the client invoice.

      
Project Description The name of the project associated with the client invoice     Project
Project Email Invoice Template

The email invoice template assigned to the project associated with the client invoice

Note: If the client is apart of an invoice group, this will display information associated with the invoice group of the client invoice.

      
Project ID & Description The ID and description of the project associated with the client invoice     Project
Project ID The user-provided alphanumeric identifier of the project associated with the client invoice     Project
Project Manager Action A check mark indicates that the invoice is ready for review by the project manager      
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

The project type associated with the client invoice

Examples: Residential, Commercial, Interiors

    Project Type
Revenue Description User defined description entered on the revenue widget     Revenue
Revenue Status Status of revenue session      
People
Billing Contact The billing contact associated with the client invoice     Contact
Billing Manager The name of the billing manager associated with the client invoice     Employee
Billing Review Contact The name of the billing review contact associated with the client invoice      
Client Contact 1 The name of the client contact      
Client Contact 2 The name of the client contact      
Client Contact 3 The name of the client contact      
Client Contact 4 The name of the client contact      
Client Contact 5 The name of the client contact      
Client Contact 6 The name of the client contact      
Client Contact 7 The name of the client contact      
Client Contact 8 The name of the client contact      
Client Contact 9 The name of the client contact      
Client Contact 10 The name of the client contact      
Client Contact 11 The name of the client contact      
Client Contact 12 The name of the client contact      
Client Contact 13 The name of the client contact      
Client Contact 14 The name of the client contact      
Client Contact 15 The name of the client contact      
Client Contact 16 The name of the client contact      
Client Contact 17 The name of the client contact      
Client Contact 18 The name of the client contact      
Client Contact 19 The name of the client contact      
Client Contact 20 The name of the client contact      
Principal In Charge The name of the principal in charge associated with the client invoice     Project Manager
Project Manager The project manager associated with the client invoice     Project Manager
Dates
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.

      
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.

      
Email Invoice Date/Time The date and time the client invoice was emailed      
Invoice Accounting Date The accounting date associated with the invoice once it is Final. this date determines when the information appears on financial statements.     Client Invoice
Invoice Date The date of the client invoice Aging is based on this date.     Client Invoice
Last Receipt Date Date of the last receipt paid by the client toward the invoice      
Revenue Accounting Date User defined revenue accounting date entered on the revenue widget      
Revenue End Date The revenue end date used in the recognize revenue task session where the invoice was recognized as revenue      
Revenue Start Date The revenue start date used in the recognize revenue task session where the invoice was recognized as revenue      
Hours/Units
Average Days to Bill

The average number of days it takes to invoice a client

      
Average Days to Pay

The average number of days a client takes to pay an invoice

      
Dollars
Amount Adjustment Consultant The amount of invoice adjustments with an activity type of Consultant X X  
Amount Adjustment Expense The amount of invoice adjustments with an activity type of Expense X X  
Amount Adjustment Labor The amount of invoice adjustments with an activity type of Labor X X  
Amount Adjustment The total amount of invoice adjustments X X  
Amount Consultant The amount of consultant costs on the client invoice X X  
Amount Expense The amount of expenses on the client invoice X X  
Amount Labor The amount of the labor cost on the client invoice X X  
Amount Received The amount of the invoice paid by the client   X  
Amount Sales Tax The amount of sales tax on the client invoice X X  
Amount Written off The amount of the invoice written off for the client   X  
Amount The total amount of the client invoice, including labor, expense, consultants, adjustments, and sales tax X X  
Balance as of Accounting Date The amount remaining to be paid by the client as of the accounting date X 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 X  
Keys
Billing Contact Key The database identifier of the billing contact associated with the client invoice     Contact
Billing Manager Key The database identifier of the billing manager associated with the client invoice     Employee
Billing Review Contact Key The database identifier of the billing review contact associated with the client invoice     Contact
Billing Review Stage Key The database identifier of the billing review stage associated with the client invoice      
Client Invoice Key The database identifier of the client invoice     Client Invoice
Client Key The database identifier of the client associated with the invoice     Client
Client Type Key The database identifier of the client type associated with the client invoice     Client Type
Company Key The database identifier of the company associated with the invoice     Company
Contact 1 Key The database identifier of the contact associated with the client invoice     Contact
Contact 2 Key The database identifier of the contact associated with the client invoice     Contact
Contact 3 Key The database identifier of the contact associated with the client invoice     Contact
Contact 4 Key The database identifier of the contact associated with the client invoice     Contact
Contact 5 Key The database identifier of the contact associated with the client invoice     Contact
Contact 6 Key The database identifier of the contact associated with the client invoice     Contact
Contact 7 Key The database identifier of the contact associated with the client invoice     Contact
Contact 8 Key The database identifier of the contact associated with the client invoice     Contact
Contact 9 Key The database identifier of the contact associated with the client invoice     Contact
Contact 10 Key The database identifier of the contact associated with the client invoice     Contact
Contact 11 Key The database identifier of the contact associated with the client invoice     Contact
Contact 12 Key The database identifier of the contact associated with the client invoice     Contact
Contact 13 Key The database identifier of the contact associated with the client invoice     Contact
Contact 14 Key The database identifier of the contact associated with the client invoice     Contact
Contact 15 Key The database identifier of the contact associated with the client invoice     Contact
Contact 16 Key The database identifier of the contact associated with the client invoice     Contact
Contact 17 Key The database identifier of the contact associated with the client invoice     Contact
Contact 18 Key The database identifier of the contact associated with the client invoice     Contact
Contact 19 Key The database identifier of the contact associated with the client invoice     Contact
Contact 20 Key The database identifier of the contact associated with the client invoice     Contact
Department Key The database identifier of the department associated with the invoice     Department
Invoice Group Key The database identifier of the invoice group associated with the client invoice as defined in > Manage > Project Command Center. If no specific invoice group exists, this column displays Invoice Group.      
Principal In Charge Key The database identifier of the principal in charge associated with the client invoice     Project Manager
Project Key The database identifier of the project associated with the client invoice     Project
Project Manager Key The database identifier of the project manager associated with the client invoice     Project Manager
Project Type Key The database identifier of the project type associated with the client invoice     Project
Revenue Key The database identifier assigned to each revenue record in the database     Revenue
Actions
Open Client Invoice Opens the client invoice for editing      
Preview Backup Previews the backup attachments associated with the client invoice      
Preview Client Invoice Previews the client invoice      
Gantt

unavailable in ajeraCore Select to add the Gantt chart to your table widget.

      

 

 

 

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