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Exact Synergy Enterprise   

Creating invoicing term requests

Menu path

Modules ? Projects ? Entry ? Professional services automation ? Invoicing terms


This page allows you to create invoicing terms for a project. Invoicing terms are specified conditions of payment for an invoice based on the method an individual or company chooses to pay for a product or service.

Note: Invoicing term requests can only be created for projects of the Fixed price type.

Roles and rights

To view and create invoicing term request, function right 891 — Invoice hours and expenses is required. By default, users with the Project administration role have this function right.


  • For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
  • For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 256 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create invoicing term requests?

  1. On the Invoicing terms page, define the relevant information under the columns, such as the invoice date of the request and the amount to be invoiced.
  2. Click Create.

Keep in mind: All fields with the “! icon are mandatory.

How do I search for existing invoicing term requests?

  1. On the Invoicing terms page, type the project ID at Project to display the invoicing term requests to which the project is linked.
  2. Click Show. The existing invoicing term requests will be displayed in the General section.

Keep in mind: Alternatively, you can search for invoicing term requests for a particular project by going to the project card, and then clicking Invoicing terms under the Execution column.




Related documents

 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 20.514.020
 Assortment:  Date: 08-08-2018
 Release: 249  Attachment:

ESE-OH257-Creatinginvoicingtermrequests-final.docx 34.5 KB View Download