Customer-facing invoices

Completed

The following capabilities are available for customer-facing invoices (project invoice proposals):

  • Billing information for time and material transactions can be updated in the Integration journal.

  • Unbilled sales transactions must be posted in the Integration journal before they can be invoiced.

  • Project invoice proposals are created by using the Import from staging periodic process.

  • Formatting invoice proposals allows you to perform custom grouping of invoice lines in a customer-facing invoice.

  • Print management allows you to set custom invoice formats for a specific invoice, contract, customer, or all customers.

  • Posting invoice proposals can be done manually or by using a periodic process.