# Project Invoice

### **Module Guide: Project Invoice**

#### **Module Location**

#### Project > Project Invoice

#### **Module Objective**

#### The **Project Invoice** module is used to create a billing document or invoice for a customer based on the progress or stages of a project that have been completed. This module is the bridge between the completion of project work and the accounts receivable billing cycle.

### **1. Main View (Project Invoice List)**

#### The main page of this module displays a list of all project invoices that have been created.

#### **View Explanation**

- #### **View**: This page is a history of all project invoices. You can see the **Invoice No.,** the related **Sales Order Number,** the **Customer Name,** and the payment **Status**.
- #### **Action Buttons**:
    
    
    - #### **\[New\]** or **\[New Direct\]**: The primary button to create a new project invoice.

### **2. Steps to Create a Project Invoice**

#### **Step 1: Create a New Invoice**

#### From the Main View, click the **\[New\]** or **\[New Direct\]** button to open the **Add Project Invoice** form.

#### **Step 2: Select the Project Sales Order**

#### On the form that appears, the first and most important step is to select the **Project Sales Order Number** to be billed. After you select the Project SO, the system will automatically load the customer details and the project stages contained within that SO.

#### **Step 3: Select the Stage to be Billed**

#### In the table at the bottom, a list of project stages will appear. Select the stage (milestone) that is complete and that you will be billing the customer for at this time.

#### **Step 4: Fill in Invoice Details**

#### Fill in other necessary information, such as the **Invoice Date** and the **Due Date**.

#### **Step 5: Confirm the Invoice**

#### After all details are filled in and the stage to be billed has been selected, click the **Confirm** button. This action will officially create the invoice document and record a receivable in the accounting system.

### **Tips & Important Notes**

- #### This module ensures that billing to the customer aligns with the progress and contract value that was agreed upon in the **Project Sales Order**.
- #### An invoice created here will appear in the accounts receivable reports and will be settled via the payment receipt modules in Finance.
- #### This is an important module for **Project Administration and the Finance Department (AR)**.