Project Invoice
The Project Invoice list shows every invoice raised against a project. Use it to track what has been billed, what has been paid, and which projects have work delivered but not yet charged.
Where to find it
Go to CRM > Project Invoice.
Key Sections
Search and Filter Options
| Filter | What it does |
|---|---|
| Reference | Find a specific invoice. |
| Project | Show invoices for one engagement. |
| Customer | Show invoices for one client. |
| Date range | Restrict to a period. |
| Status | Filter by payment state. |
List columns
| Column | Description |
|---|---|
| Reference | The invoice number. Click through to the Project Invoice View. |
| Project | The engagement billed. |
| Customer | Who was billed. |
| Date / Due Date | When raised and when payment falls due. |
| Amount | The invoice total. |
| Balance | What remains unpaid. |
| Status | Unpaid, partially paid, paid or overdue. |
How to Use the Project Invoice Inquiry
- Filter by project to see everything billed against it.
- Compare the total invoiced against the project value to find unbilled work.
- Filter on overdue to chase payment.
- Open any invoice to check its lines and tax.
Summary
Project invoices post like any other sales invoice — receivable, revenue and tax — so they appear in the customer's ageing and in Invoices too. This list is the project-centred view of the same data.
Related pages
- New Project Invoice — raise one
- Project Invoice View — the full record
- Projects List — the engagements being billed
- Customer Payment — collecting what is owed