Invoice tasks for Projects should be created, scheduled, and kept up to date for the following reasons:
- Information is used in the Cash Flow Forecast report which estimates Project Accounts Receivable over a given time frame
- Information displays in the Accounts Receivable Workflow as an advanced reminder that Projects must be invoiced, and contains additional details including how much and when to invoice customers
When creating a Project from a Project Template, it will likely include Invoice Task placeholders. In this case, edit the Invoice Task attributes as required for the Project
- Open the Project and click the Tasks tab
- In the Tasks grid, click the Add icon, and in the new Task form, fill in all the mandatory fields, including
- In the Task Control drop-down box, select the INVOICE option
- In the Invoice Type field, select an option, and fill in the subsequent applicable fields
- Set the Scheduled Date for which this Invoice is to be generated. Note: there is no End Date attribute for an Invoice Task
- Set the Status field to an active state, ready to be invoiced by User listed in the Responsible field when the time comes
- Click the Save icon