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Project Invoice Information

  • July 12, 2022
  • 2 replies
  • 556 views
P
Sidekick (Customer)
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  • PennyB
  • Sidekick (Customer)
  • 23 replies

Does anyone have any general information re Project Invoice. 

We have a project which will have numerous transactions to be billed, but it is not connected to a Sales Contract, so Application for Payment>Project Invoice will not be used.

Previously we’ve just used Instant Invoices to raise invoices against ad-hoc projects, but wondering if there is a better way to manage this using the Project Invoice function? ‘Create Project Invoice’ only seems to pick up project transactions, not external costs?

Best answer by EriLNL

Hi Penny,

That is correct, project invoices from project transactions only pick-up project transactions. Project transactions are for time, expenses and for material withdrawals.

 

For external cost, depending what that exactly is, you could manually create project transactions,
or if the external cost are supplier invoices, then in the “supplier invoice” screen you could use the “forward supplier invoice” function.

 

Hope this helps a bit

Regards Erik

2 replies

E
Hero (Employee)
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  • EriLNL
  • Hero (Employee)
  • 86 replies
  • Answer
  • July 15, 2022

Hi Penny,

That is correct, project invoices from project transactions only pick-up project transactions. Project transactions are for time, expenses and for material withdrawals.

 

For external cost, depending what that exactly is, you could manually create project transactions,
or if the external cost are supplier invoices, then in the “supplier invoice” screen you could use the “forward supplier invoice” function.

 

Hope this helps a bit

Regards Erik

P
Sidekick (Customer)
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  • PennyB
  • Author
  • Sidekick (Customer)
  • 23 replies
  • July 18, 2022

Thanks @EriLNL , that clarifies the functionality for me. :)


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