Projects à Reports à Professional services automation à To be invoiced
After labor hours and visit costs have been approved and processed, the hours can be invoiced to your customers. This page displays an overview of invoice requests for your customers. From here, you can view the invoices in detail and change the number of hours to be invoiced before creating the invoices. Any field settings that are changed will be remembered, and will be restored when you reopen this page.
Note: This document is applicable only to product updates that are prior to product update 250. Thereafter, the invoicing process has been updated. For more information on the invoicing process for product update 250 onwards, see Overview of billable, invoice term, intercompany, and credit invoice requests to be invoiced.
To view and create invoices, users require function right 891 – Invoice hours and expenses. The Project administration role has this function right. The Project administration role can only be assigned to users who has the YA1403 – Project manager license role.
Notes:
The information in this document is based on product update 248.
Click this to display a list of invoices according to the defined criteria.
Note: Once you have clicked this button, the name of the button will change to Refresh. Also, the Save, Invoice selected, and View invoices & orders buttons will be available.
Click this to update the results according to the defined criteria.
Click this to clear the defined criteria so that you can start a new search.
Click this to save the number of hours to be invoiced filled in under the Quantity column.
Click this after selecting the invoice requests to generate the sales invoices. You can then search for the invoices generated and view them in detail. For more information, see Searching for purchase orders, sales orders, or sales invoices.
Click this to go to the overview of sales invoices page. You can search for the invoices and view them in detail. For more information, see Searching for purchase orders, sales orders, or sales invoices.
Click this to go to the overview of credit invoices page. You can search for the invoices and view them in detail. You can also generate new credit invoices. For more information, see Overview of credit invoices for Professional services automation.
Select one of the options to display only invoices with the selected status.
Type or select the required option to display the invoice requests belonging to the selected division. Once you have selected a division, you can view the details of the division by clicking the link displayed next to the box. For more information, see Viewing division cards.
The default period is set to the current month, since this is the most frequently used value. You can also select This month, Today, Today & yesterday, Last 7 days, Last 30 days, or Last 365 days to display invoice requests with the dates that match the selected option. The dates will be automatically filled based on the current system date. Alternatively, you can also type or select your own date range in the other two boxes next to the Period box.
Type or select the required option to display invoice requests for the selected customer. Once you have selected an account, you can view the details of the account by clicking the link displayed next to the box. For more information, see Viewing account cards.
Select this check box if you want to display the invoice requests that you are responsible for.
Type or select the required option to display invoice requests for the selected customer. Once you have selected a project, you can view the details of the project by clicking the link displayed next to the box. For more information, see Viewing project cards.
Type or select the required option to display invoice requests handled by the selected project manager. Once you have selected a person, you can view the details of the person by clicking the link displayed next to the box. For more information, see Viewing personal cards.