Create Preliminary Invoice from Invoice Plan

Explanation

Use this function to create a preliminary invoice based on the data set up in the Invoicing Plan. When selecting Create Invoice you will be asked if you want to include the normal transactions on the invoice.
If you select No, only the amount in the Invoice Plan will be included on the invoice.
If you select Yes, all invoiceable normal transactions on the project or subproject (your choice) will be included on the invoice in addition with the amount from the Invoicing Plan. You need to specify a From Date and To Date in this case.

Note: Transactions with negative amount (credit transactions) will not be included when selecting the option Include all normal transactions. If you want credit transactions to be included, this must be made manually by selecting Add to Invoice from the Project Transactions window.

 

Prerequisites

Invoicing Plan must be defined.

System Effects

As a result of this entry, a preliminary invoice is created.