Processing - Create Project Invoices

Navigate to the Role Center > Actions > Processing > Billing > Create Project Invoices.

You can use Create Project Invoices to create sales invoices for multiple Projects at one time.

Options > Usage section designates which Types to include on the invoice.

Note

If you have designated on the Task to Use posted currency, that process may result in multiple invoices if transactions originate in different currencies. For instance, if one transaction line is EUR and another transaction line is USD, then EUR and USD invoices will be created separately.

Usage

Filters available under Usage:

Field Name	Description
All	Specifies, if selected (true), that all Usage Types will be included in the Create Project Invoices process. If deselected (false), you can select individual Usage Types for billing.
Scheduled Billings	Specifies if selected, that Scheduled Billing Usage Types will be included in the Invoice.
Resource	Specifies if selected, that Resource Usage Types will be included in the Invoice.
Items	Specifies if selected, that Items Usage Types will be included in the Invoice.
Expenses	Specifies if selected, that Expenses Usage Types will be included in the Invoice.

Charge Specified Customer

The Charge Specified Customer section is only used to invoice Split Project Usage. When there are posted Project Entries to two or more Customers, the system will create multiple invoices – one to each Customer. If you do not choose a filter, invoices are created for all Projects. Options:

Field Name	Description
All	Specifies, if selected, that all transaction types will be charged to the specified Customer.
Scheduled Billings	Specifies, if selected, that Scheduled Billing transaction types will be charged to the specified Customer.
Resource	Specifies, if selected, that Resource transaction types will be charged to the specified Customer.
Items	Specifies, if selected, that Items transaction types will be charged to the specified Customer.
Expenses	Specifies, if selected, that Expense transaction types will be charged to the specified Customer.

Miscellaneous

Field Name	Description
Headings with resource specifications	Specifies, if selected, to include transactions where the headings include resource specifications.
Use Invoice Suggestion	Specifies, if selected (or true), the Project application method must be Manual. If true, the invoice will use adjusted prices in Project Entries.
Add to existing document if exist?	Specifies, if true, if any open document for same Project and bill-to Customer already exists, then entries to invoice will be added to that open sales document.
Only one invoice per customer?	If true then all open, billable Project Entries for the same Customer will be included on one invoice.

Important

When selecting Only one invoice per customer, where the Sell-to and Bill-to are the same Customer Number, there will be one invoice. When the Bill-to differs from the Sell-to, the number of invoices will vary depending on how many different Bill-to Customers there are.

Note

The lines on the Sales Invoice created by the Create Invoice process are grouped and formatted according to the Invoice Setup on each Project.

Filter: Project

Optionally, add additional filters to narrow the results:

Field Name	Description
No.	Specifies the Project Number.
Billing Cycle	Specifies the Billing Cycle on the Project
+Filter	Select to add additional filters
	Filter Totals by:
	- Posting Date Filter
	- Resource Gr. Filter
	- Task Filter
+Filter	Select to add additional filters

For More Information

For more information on creating Project Invoices see: Invoicing Projects