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The summary tab shows high level information like the invoice name, date, and payment terms. It is also where you will set Project Manager, Finance, and Management approvals. Finally, it contains a summary of time cards, cost cards, , milestones, taxes, prepayments, and your net invoice amount. |
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Fields are only editable on draft invoices.
You can change fields on this tab if you have one of the following:
- Cost Center permission Create and Approve Invoices for the invoice cost center
- The system setting Project Manager Act as Finance flag AND you are on PM team for all on projects on the invoice
Project Managers can edit the following fields when they are PM on all projects on the invoice.
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See Invoices to learn who can give PM, FM, and Management approval.
Set-up
Set general invoice settings like the name, date, and payment terms.
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