Invoice
Invoice bills work completed against a project's award. Unlike an ordinary sales invoice it draws from the project's LOA line items, so what you bill can be checked against what you were contracted to deliver.
Where to find it
Go to TenderPro > Invoice.
Raising an invoice
| Field | Required | Description |
|---|---|---|
| Customer | Yes | The awarding authority. The invoice will not place without one. |
| Invoice Date | Yes | Must be a valid date in an open period. |
| Reference | Yes | Unique. A reference already in use is rejected. |
| Branch | Yes | Must be selected. |
| Project Invoice Items | Yes | The lines being billed, drawn from the project. |
Action buttons
| Button | What it does |
|---|---|
| Place Invoice | Raises it and posts to the ledger. |
| Commit Invoice Changes | Saves edits to an invoice not yet finalised. |
| Cancel Invoice | Discards it. |
| View This Invoice | Opens the finished document. |
Bill against the LOA lines rather than a running total. Client certification is done line by line against the award, and an invoice that does not match line for line is the one that comes back for revision.
What happens after billing
- The client certifies the bill and applies deductions — see Bill Deduction.
- BD Impact shows what each invoice is actually worth after those deductions.
- Payment arrives against the reduced amount — see Payment.
- Deductions are recovered later through Refunds.
Related pages
- LOA — what you are billing against
- Bill Deduction — what the client withholds
- BD Impact — the real value of each invoice
- Sales Invoices — ordinary invoicing