Project Invoices

Project Management's Invoices module enables agencies to enter invoices and track invoice details and amounts paid to the invoice.

Open the Work > Project Management > Project Invoice module.
Click Add . A new record appears.
Enter an Invoice Number (required).
Select a Vendor (required).
Enter an Invoice Date (required).
Invoice Number, Vendor and Invoice Date must form a unique combination.
Enter an Invoice Amount.
The Invoiced Amount and Amount Paid are read-only.
Click Save . The new record appears in the Project Management > Project Invoice grid.

Open the Work > Project Management > Project Invoices module.
Click the to expand the Invoice to which you want to add a Purchase Order.
Click Add in the Purchase Orders grid. A new record opens.
Select a PO Number to associate with your Invoice. This is required and must be unique.
Enter a Retainage amount to be withheld from this invoice until the project is complete.
Click Save . The new record appears in the Project Invoices > Purchase Orders grid. Additional fields on the record will populate from the related Purchase Order:
- PO Amount = Amount field on the Purchase Order
- Previously Invoiced = sum of all Invoiced Amounts from invoices previously attached to the Purchase Order
- Invoice Total = sum of all Invoiced Total Costs from this record's Detail records
- Remaining Amount = Invoiced Total - Previously Invoiced