Project - Invoicing Summary

Shows project-level invoices. There are two default views. The first shows invoices summary. The second shows invoice details.

Permissions and Settings

You can access this area if you can view at least one project. You can view a project if:

You are the project manager
You can Act as PM on the project
You are the engagement manager
You have the cost center permission View Projects for the project's cost center.

You can display up to two views on this tab.

Your installation comes with a default layout with the two views described below.

View	Description
Invoices with Financial Details	Invoice # Invoice Name Primary Client Name Invoice Status Invoice Date Time Card Total Amount Cost Card Total Amount Milestone Total Amount Applied Prepayment Amount Invoice Total Net Amount
Invoices with Project and PO Details	Invoice # Invoice Name Primary Client Name Project Name Project Code Purchase Order # Invoice Status Invoice Date Invoice Total Net Amount

To create a custom layout follow these steps.

Click View History for any invoice. You'll be presented with a table of invoice history. Click the to export the history as csv.