Project - Invoicing Summary

Owned by Thomas Sherman (Deactivated)
Last updated: Aug 12, 2020

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


Permissions and Settings

This tab is only available for billable projects.

Anyone who can view a project can view this tab. The following people can view projects:

You can display up to two views on this tab.

Default Layouts

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

ViewDescription
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



Custom Layouts

To create a custom layout follow these steps.

  1. Edit the Default Layout however you wish
  2. From the Layouts manager click the gear icon - 
  3. Choose Save Layout As
  4. You can then optionally share that layout with other users in your organization

Invoice History

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