Open topic with left hand navigation

About Invoices

Invoices are used to bill for items bought or work done on a contract. Proliance invoices exist in the context of an existing contract or change order. Proliance provides two kinds of invoices: pre-commit and auto-commit. When you create a contract, you need to choose whether the contract is a pre-commit or auto-commit contract. This selection determines the types of invoices that can be created for the contract.

• Open the Invoices register for the appropriate type of invoice (Expense or Revenue).
  
  — or —
  
  Open the Invoices tab of the contract linked to the invoice.

All invoices are listed in one of the Invoices registers. Each invoice is also listed on the Invoices tab of the contract that it was created against.

The pre-commit and auto-commit invoices have very similar features. To reduce the amount of material for you to read, this help section covers both types of invoices and makes note of any differences where applicable.

Information in an Invoice document is organized over the following pages:

• Main: Contains detailed information about the invoice, including dates, participants, and payment status. For more information, see "Invoice – Main".
• Financial Summary: Provides a concise, executive-level overview of how this invoice contributes to progress against the contract, and the current approved and unapproved commitments carried by the contract and its change orders. For more information, see "Invoice – Financial Summary".
• Tax Summary: Shows the total value of the taxes that currently apply to the invoice that you are viewing. For more information, see "Tax Summary".
• Line Items: Shows the line items for the invoice. For more information, see "Invoice – Line Items".
• Payments:Shows the history of payments made against the invoice. For more information, see "Payments".
• Settings: Describes the display options and rules for the invoice. For more information, see "Invoice – Settings".
• Properties: Contains information about the invoice document itself, such as who created the document, and the workspace in which the document was created. For more information, see "Document Properties".

Additional invoice information is also available on the following tabs:

• Projects: Lists the projects the invoice is linked to. projects listed on this tab must have project links in common with the originating contract or change order. For more information, see "About the Projects Tab"

• Holds: Contains tabs on which you can see a list of holds against the invoice, and a list of other documents' holds that are affected by the invoice. For more information, see "Holds Tab".
• Workflow: Enables you to see where the document is in its lifecycle, who has already performed actions on the document, and who will receive notification when the document changes to a specific state. For more information, see "Workflow Tab".
• Activity Log: Displays all the activities of the document in the order in which they occurred. For more information, see "Activity Log Tab".
• Attachments: Contains a list of all the documents related to this invoice. For more information, see "Attachments Tab".