1. Equipment Rental
  2. Rental Management
  3. Rental processes
  4. Finance
  5. Accounts receivable
  6. Invoice customers from projects

Invoice business object service agreement

You can invoice a business object service agreement from a project.

Assign an existing project or create a new one and link it to the service agreement.

Project invoicing is based on fee transactions created for subscriptions.

This flow explains how to invoice business object service agreements from the project.


Project accountant Project accountant Start Start Post project Invoice proposal Post project Invoice proposal Select the required invoice lines. The total amount updates automatically. Click OK to review and post the project invoice. Procedure 1. Go to Project management and accounting > Project invoices > Project invoice proposals. 2. In the list, find and select the desired record. 3. Click Post. 4. In the list, mark or unmark all rows. 5. Click OK. 6. Click OK. Open project from service subscription Open project from service subscription When a business object service agreement is created, a project is either created or assigned to the agreement. You can open the project from: Business object service agreement Subscription Project Management and Accounting > All projects > Select the project from the list Procedure 1. Go to Work order project planning > Service subscriptions > All service subscriptions. 2. In the list, find and select the desired subscription. 3. Click to follow the link in the Project ID field. End End Create Project invoice proposal Create Project invoice proposal Create an invoice proposal to review chargeable transactions before posting the invoice. To generate an invoice proposal, go to: Project management and accounting > Common > Projects > All projects > Manage action panel > New group > Invoice proposal. This activity helps you: Review all chargeable transactions in one place. Select specific transactions to include in the next invoice. Before running the proposal, ensure that billable transactions have been posted to the project. If not, the selection windows will be empty. Follow these steps to create the invoice proposal: Open the invoice proposal page for the project. Select an invoicing method. Choose "Both" to allow customer invoices and credit notes, or select one option. Set the invoice date and end date. The end date must not exceed the posting date. Start date is often left blank to include all unbilled transactions. Decide whether to include subproject transactions. Filter by transaction type if needed, based on the customer agreement. As you select line items, the total invoice amount updates automatically. After confirming the required lines, click OK to review and post the invoice. Procedure 1. Go to Project management and accounting > Projects > All projects. 2. In the list, find and select the desired record. 3. On the Action Pane, click Manage. 4. Click Invoice proposal. 5. Click Search. 6. Click OK.

Activities

Name Responsible Description

Post project Invoice proposal

Project accountant

Select the required invoice lines. The total amount updates automatically.

Click OK to review and post the project invoice.

Open project from service subscription

Project accountant

When a business object service agreement is created, a project is either created or assigned to the agreement.

You can open the project from:

  • Business object service agreement
  • Subscription
  • Project Management and Accounting > All projects > Select the project from the list

Create Project invoice proposal

Project accountant

Create an invoice proposal to review chargeable transactions before posting the invoice.

To generate an invoice proposal, go to: Project management and accounting > Common > Projects > All projects > Manage action panel > New group > Invoice proposal.

This activity helps you:

  • Review all chargeable transactions in one place.
  • Select specific transactions to include in the next invoice.

Before running the proposal, ensure that billable transactions have been posted to the project. If not, the selection windows will be empty.

Follow these steps to create the invoice proposal:

  1. Open the invoice proposal page for the project.
  2. Select an invoicing method. Choose "Both" to allow customer invoices and credit notes, or select one option.
  3. Set the invoice date and end date. The end date must not exceed the posting date. Start date is often left blank to include all unbilled transactions.
  4. Decide whether to include subproject transactions.
  5. Filter by transaction type if needed, based on the customer agreement.

As you select line items, the total invoice amount updates automatically. After confirming the required lines, click OK to review and post the invoice.

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