After you have authorized the realizations for your project
or purchase invoices linked to the project at Projects ➔ Entries ➔
Authorize, you need to generate invoice proposals for the project and authorize
them for billing purposes. Invoicing is required for all types of projects
except for internal projects. Invoicing can be done during the course of a
project or after the completion of the project. As such, you can generate
partial or extra invoices.
In this screen, you can generate the invoice proposals for a
project. You can generate the proposals for sales invoices based on the sales
orders, and/or purchase invoices linked to the corresponding projects.
However, sales invoices can only be created based on purchase invoices if is
the sales invoices are created for Time & Material or Fixed projects and
the Allow: Purchase invoice check box under the Invoice lines
section at Project settings is selected. Besides that, you can generate
sales invoices for purchase invoices with project and item codes with the Sales
attribute. The VAT will not be taken into consideration when generating sales
invoices. Once generated, the sales invoices created based on both the sales
orders and purchase invoices can be grouped under the same project via Invoice ➔
Entries ➔ Group invoices. If a sales invoice is deleted, the invoice proposal will
be reopened and hence you can regenerate the invoices. Once the invoices are
authorized and printed at Invoice ➔ Entries ➔ Authorize, the revenues are recorded under the Financial
section in the Basics tab of a project maintenance screen.
A project is ready to be completed when the budget
(planning) costs are equal to the actual revenue (realizations). This means all
its child projects and the linked sales orders, internal use requests, and
purchase orders are completed, and invoices are printed. For more information,
see Completing a project or project order,
projects, and How-to: Managing
The information in this document is applicable to product
update 421 and higher. If you have versions lower than this, certain features
explained here will not be applicable.
You can filter the entries that you want to display by
defining one or more criteria. A list of options will be displayed if you click
at Project, Ordered
by, Invoice to, Project manager, Cost center,
Warehouse, and Selection code. From the list, make a
selection, and click Select.
Type or select a project or range of projects to display
entries linked to this project(s). Select the All check box to display
entries linked to any project. If you only select one project, the Include:
Related check box will be enabled.
Select this check box to display entries linked to projects
related to the selected project. The relationship can be one of the following:
Note: This is enabled only when you select a single
project at Project.
Select one of the following options to display the
Note: This is available only if you select the Allow:
Purchase invoice check box under the Invoice lines section at Project
Select the Proposed, Active, Completed,
and/or Blocked check boxes to display entries linked to projects with
the corresponding status.
Type or select the debtor who placed the sales order to
display entries linked to this debtor.
Type or select the debtor who will be invoiced to display
entries linked to this debtor.
Type or select a project manager to display entries linked
to projects with this project manager.
Type or select a cost center to display entries linked to
projects with this cost center.
Type or select a warehouse to display entries linked to this
Type or select a selection code to display entries linked to
this selection code.
Select one of the following invoice methods:
Note: This is available only when you select Sales
order at Entry type.
Select a financial to display entries made within this year.
Type a period or month to display entries made in this
period of the selected financial year.
Select this check box to display entries which have not been
invoiced in the defined period and in the subsequent periods.
Click this to display the entries that meet the defined
criteria. For more information, see Overview of
realizations and purchase journal entries to be invoiced.
this to exit.