Maintain: Invoice group
[Project: Master data, Maintenance, General, Invoice groups]
Invoice group
Enter a unique code and description for the invoice group that you want to create.
General tab
Invoicing method
Select the invoicing method for this invoice group to determine how the projects which linked to the invoice group can be invoiced. There are three options available:
- {Actual expenses} - if you want to invoice the actual expenses made
- {Installments} - if you want to invoice the project in terms, which are determined before payment
- {Installments with final invoice} - if you want to invoice the project in terms with a final invoice at the end, with which you can settle the costs you have overcharged or undercharged
Selection method
This setting is only enabled when you have selected {Installments} or {Installments with final invoice} for 'Invoicing method'. Select from the options to determine when to invoice the project when creating installments. There are three options available:
- {Both} - you will need to enter a specific date to be invoiced and the percentage completion of a project when creating installments
- {Date} - you will need to enter a specific date to be invoiced when creating installments
- {Percentage ready} - you will need to enter the percentage completion of a project when creating installments
If you have defined a specific date to be invoiced and/or a percentage completion of a project for an installment, you will invoice when the date and/or the percentage is achieved.
Invoice code
Select the invoice code in which the generated invoices are linked to. You can create new invoice code in [Sales: Master data, Maintenance, General, Invoice codes].
Representative
Select the person who is responsible for the revenue of the projects that linked to this invoice group.
Documents tab
You can click the 'Add' button to link documents to the invoice group or 'Delete' button to delete the documents.
Matrix for data entry
Category code: External
Select an external category of the document to be linked to the invoice group. You can create external categories in [System: Setup, Documents, External categories, Maintenance].
Description
Enter a description of the linked document, if required.
Path: Complete
Enter the full path or URL of the document. The path in the 'Fixed location' field on the 'General' tab in [System: Setup, Documents, External categories, Maintenance] if defined, will be filled in by default. Then you will only need to enter the remaining path.
See also:
[Project: Master data, Reports, General, Invoice groups]
Project Manual >
Contents >
Defining settings and creating master data > Creating master data > Creating invoice groups
> [Project: Master data, Maintenance, General, Invoice groups]
| 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: |
17.991.519 |
| Assortment: |
Exact Financials
|
Date: |
11-11-2008 |
| Release: |
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Attachment: |
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| Disclaimer |