Generate invoice proposal
Process flow

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.

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

Click OK to review and post the project invoice.