Create Invoice Preview

Explanation

Use this activity to create a preview of an Invoice. The invoice preview will contain all the invoice lines for the services provided through a Request.

You can use the Invoicing command from the Request – Cost and Sales page to create an Invoice Preview.

It is possible to control the creation of the Invoice Preview by using various options. Filtered By has two options

• Completed Scopes, which will only include sales lines from completed scopes on the invoice preview
• Negative Lines Only which will only include sales lines with a negative amount.

It is also possible to use the Group and Merge options

• Sales Part will group all transactions into one line, for each individual sales part specified on the sales lines
• Transaction Date will group all transactions into one line, per transaction date.

You can also set the Grouping level to Request or Scope.

It is possible to amend the sales price, the markup and the discount. Once the invoice has been reviewed, it is possible to either approve it, which will create an invoice or cancel it, which will allow you to create a new invoice preview later.

Prerequisites

A Request should exist in a status Released or higher.

System Effects

An Invoice Preview will be created.

Pages

Request - Cost and Sales

Activity Diagrams

Invoicing and Closure