This tab contains two grids allowing users to see Invoices and Invoice payments that are attached to the project. The data entered in these grids allows the system to calculate the amounts Invoiced, Paid,Retained, and Remaining on the General tab. At the top of the tab there is a Retainage Percent field (pictured below). This field is a reminder of what percentage should be retained till the end of the project.
Samples of the grids appear below. Sort records in a grid by clicking on the headings. An up or down arrow (highlighted in orange below) will appear signifying ascending or descending order. Simple records can be added to these grids directly. More complicated records must be added through their modules.
Invoices Submitted grid
Right - click in the grid to Add Simple Invoice, Add Simple Split PO Invoice.
Right - click on an existing record to get a menu with options to View Record, Add Simple Invoice, Add Simple Split PO Invoice. (when viewing a record users can edit it)
Right click in the grid and select Add Simple Invoice. The following window will appear
Fill out the fields. (explained below)
Save and Close the record.
A record will be created in the Project Invoice module linked to the selected Purchase Order.
Note: For the invoice to be attached to the current project, a Purchase Order related to the current project must be selected.
Invoice Number*
Enter a unique invoice number.
Invoice Date*
Select the invoice date.
Invoiced Amount *
Enter the invoiced amount
Vendor*
Choose a vendor from the drop down list. This list is populated from the Work > Project Management > Vendors module
Purchase Order*
Choose a purchase order. This list is populated from the list of purchase orders attached to the project on the Contract/Purchase Orders tab. A purchase order must be associated to the project before an invoice can be created.
Add a Simple Invoice
