Identifying non-generated invoices for Time and Materials (T&M) and Fixed-Price projects.
Contents
For Times & Materials/Delegation of skills projects, two methods are possible.
From the Billing module
Billing > Monthly view
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Filter the Order state to "Current" to display only orders to be processed.
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Filter the period and select the relevant month.
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The "Invoice" column indicates how many invoices have been generated for each order.
- The comparison between the "Production turnover (E.T.)" and "Charged turnover" columns helps identify if the reported production in timesheets and expenses/rebillable purchases is consistent with the invoiced turnover.
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Any negative delta excluding taxes (E.T.) indicated in red on the screen may indicate that the corresponding invoice(s) have not been generated.
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Click on the "Create Invoice" button (Check this tutorial for more: Monthly Invoicing: Invoicing a Times & Materials project)
IMPORTANT!
If you have multiple orders for the same project, ensure that you have marked the processed orders with the "Archived" status. This way, with the Monthly View in the Invoicing module, filtering on the "Order states" as "Current," you can focus only on the orders to be processed!
Required:
It is only possible to generate invoices for deliveries correlated to orders. If the "Generate Invoices" button does not appear, it might mean that no deliveries is correlated to the project order, or an invoice has already been issued during the studied month.
From the PostProduction app
Apps > PostProduction
- This app allows you to identify Production turnover and Invoiced turnover month by month.
- To focus on your Times & Materials/Delegation of skills projects, make sure to set the "Type" filter to "Delegation of skills" (or what you have named this type of project)
You have two methods to generate your invoices:
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Generate invoices individually by clicking on the "Generate Invoices" button.
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Generate invoices in bulk by clicking on the orange "Generate Invoices" icon.
Each invoice generated through this app is automatically moved to the "Proforma" state, preventing the generation of an invoice reference, and allowing validation from the "Billing" module.
Important
It is only possible to generate invoices for deliveries correlated to a purchase order. If the invoice generation button does not appear for a given project, it means that the project's delivery(ies) are not correlated to a purchase order, or an invoice has already been issued during the studied month.
If you want more information about this app, refer to the online tutorial: PostProduction.
Identifying invoices with a billing schedule that haven't been generated yet.
Billing > Schedules view
- Set the "Order State" filter to "Current" to only display orders to be processed.
- The "Invoice" column indicates how many invoices have been generated for each order.
- Any negative delta E.T. indicated in red on the screen suggests that the corresponding invoice has not been generated.
- Click on the "Create Invoice" button (Check this tutorial for more: Schedule Billing: Invoicing your Fixed-price projects)
IMPORTANT!
If you have multiple orders for the same project, ensure that you have marked the processed orders with the "Archived" state. This way, in the Billing module with the Type filter set to "Schedule" and Order State set to "Current," you can focus only on the orders to be processed!
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