Create Draft Invoice

Purpose

This topic explains how to create a draft Invoice directly from the WIP List.

Additional Information

Before creating a draft invoice you should ensure that the values in WIP are a true representation of what you intent to invoice.

If they are not you should adjust you WIP accordingly - Refer to Editing WIP for more details.

Operational

Individual Projects

If you would rather create invoices on an individual basis you can by doing the following.

1.Grid menu button > Draft Invoice.

2.Populate the WIP list Generation page.

3.Click the Generate button.

A batch of projects

When you are happy with the WIP values shown in the WIP list you may generate all the invoices

1.Click the Generate Invoices button.

2.Populate the WIP Invoice Generation page.

3.Click the Generate button.