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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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Watch the May 2021 Release Overview Webinar to learn more about the invoicing on the web. (go to 07:30) |
Permissions and Settings
To open an invoice you need the cost center permission View Projects for all projects on the invoice.
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- Adjust any card
- Include an additional card
- Exclude a card
Set-up
Set general invoice settings like the name, date, and payment terms.
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