Project Invoice View
The Project Invoice View is the full record of one invoice raised against a project — the lines billed, the tax, and the payment position. It is where project billing is checked and chased.
Overview
Open an invoice from the Project Invoice List.
Details in Project Invoice View
Invoice header
| Field | Description |
|---|---|
| Reference | The unique invoice identifier. |
| Project | The engagement billed. Click through to the project. |
| Customer | Who was billed. |
| Date / Due Date | When issued and when payment falls due. |
| Created By | Who raised it. |
Line items and totals
| Column | Description |
|---|---|
| Service / Task | What is being charged — a service, a completed billable task, or a milestone. |
| Quantity / Price | The basis of the charge. |
| Tax | The tax calculated on the line. |
| Total | The line value. |
Beneath the lines: sub-total, tax breakdown, and the invoice total.
Payment position
| Field | Description |
|---|---|
| Amount | The invoice total. |
| Paid | What has been received against it. |
| Balance | What remains outstanding. |
| Status | Unpaid, partially paid, paid or overdue. |
A project invoice posts exactly like a sales invoice — receivable, revenue and tax — so it appears in the customer's ageing and in Invoices. What differs is that it bills effort rather than delivered stock, so there is no delivery and no cost of goods sold behind it.
Related pages
- New Project Invoice — raise one
- Project Invoice List — find invoices
- Project View — the engagement
- Customer Payment — collecting payment