During the project, job costs from resource usage, materials, and job-related purchases can accumulate. As the job progresses, these transactions get posted to the job journal. It is important that all costs get recorded in the job journal before you invoice the customer.
You can also purchase external resources unrelated to a job, for example, to invoice a supplier for work delivered. For more information, see Record Purchases.
You can invoice the whole job from the Job Task Lines page or only invoice selected billable lines from the Planning Lines page. Invoicing can be done after the job is finished or at certain intervals during the job's progress based on an invoicing schedule.
If you select Billable in the Job Line Type field on the purchase documents for job-related purchases, then job planning lines that are ready to be invoiced to the customer are created. For more information, see Manage Project Supplies.
You can also invoice a company that is not the end customer. Sometimes the party that a project is for is different from the party that is paying the bill. On the Jobs page, you can specify the customer who will benefit from the project in the Sell-to fields, and the party to invoice in the Bill-to fields.
To create multiple job sales invoices
You can create an invoice for a job or for one or more job tasks for a customer when either the work to be invoiced is complete or the date for invoicing based on an invoicing schedule has been reached.
The following procedure shows how to use a batch job to invoice multiple jobs.
- Choose the icon, enter Job Create Sales Invoice, and then choose the related link.
- Fill in the fields as necessary. Hover over a field to read a short description.
- Set filters if you want to limit the jobs that the batch job will process.
- Choose the OK button to create the invoices.
You can review and post created invoices in the Sales Invoices window.
Alternatively, invoice a customer by selecting the job, and then choosing the Create Job Sales Invoice action.
To create and post job sales invoice from job planning lines
You can create an invoice from a job planning lines, and indicate at that time the quantity of the item, resource, or general ledger account that you want to invoice.
Choose the icon, enter Jobs, and then choose the related link.
Open a relevant job.
Select a job task for which the Job Task Type field contains Posting, and then choose the Job Planning Lines action.
On a job planning line, in the Qty. To Transfer to Invoice field, enter the quantity of the item, resource, general ledger account type that you want to invoice.
Choose the Create Sales Invoice action.
On the Job Create Sales Invoice page, enter the posting date and whether you want to create a new invoice or append this invoice to an existing one.
Choose the OK button.
On the Job Planning Lines page, choose the Sales Invoices/CR/Adj Notes action.
The Sales Invoice page opens, showing the quantity that you have transferred to the invoice.
Make any additional changes, and then choose the Post action.
The above procedure is similar for creating, reviewing, and posting a job-related sales CR/Adj Note.
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