...
| Info |
|---|
Issuing an invoice is straightforward once everything is setup correctly. Assuming you have an invoice, you first need to get it approved. How do you approve an invoice? |
Approve
The short answer is to open the invoice and make sure that the Finance, Project and Management approval checkboxes in the top left are checked. The long answer is to read the Approving Invoices how-to and learn the nuts and bolts of the approval process.
Issue
Once an invoice is approved it can be issued. There are two ways to do this. The first is to open the invoice and click the Save and Issue Invoice button.
The second is to right click the invoice from the invoice browser and click Issue Invoices.
Who can issue invoices? The following people:
- Anyone with the cost center permission Create and Approve Invoices for all engagements on the invoice
- If the installation setting PM Can Issue Invoices is enabled and the PM is the PM for all projects on the invoice
Final Modifications
In either case the Issue Invoice Form will be shown. Make modifications as necessary and click OK to issue the invoice.
After Issue
Once an invoice is issued Projector:
...