Customer-facing invoices
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.