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Including Projects in Invoices (Setting up the Financials)

Note: This article was authored in the former format, which includes functionality dating back to version 2013 R1 and earlier. The content will be converted to the current platform article format.

The Project can be invoiced option is added to the Options tab of the Project Edit page to allow users to define whether a project should be included in an invoice.

Note: The Project can be invoiced option is not displayed if the Invoicing licenses do not exist.

To include a project in an invoice or invoice batch:

  1. Click Setup>Work>Projects and select a project from the list to open the Project Edit page.
  2. Click the Options tab to ensure that the Project can be invoiced check box is selected.Note: The Project can be invoiced check box is selected by default to allow users to include any project with approved entries in an invoice or invoice batch.
  3. Click the Save link to save the changes
    • If the Project can be invoiced check box is cleared:
      • No project is included in the invoice even if it has approved entries

Note: No project is displayed when users click the Projects tab of the invoice (Financial>Invoice Manager>Invoice Edit) or invoice batch (Financial>Multi Client Invoice Batch Manager>Multi Client Invoice Batch Manager Edit).

  • An invoice for the project is not created when generating invoices through the invoice batch with the One Invoice per Project check box selected
  • A generated invoice will not include the project when generating invoices through the invoice batch with the One Invoice per Client or the One Invoice per User check box is selected
  • Project is not copied to the new invoice batch when copying an invoice batch with the Copy Projects check box selected
  • Modifying the Project can be invoiced option does not automatically update existing invoices or invoice batches to include or exclude the project:
    • If a project is already included in an invoice or invoice batch and the Project can be invoiced option is cleared, the project is not removed from the invoice unless the user manually removes it or regenerates the invoice
    • If a user tries to include a project in the invoice or invoice batch and the Project can be invoiced option is cleared, the project is not selected and the message This Project cannot be selected because the Project is not set to be invoiced is displayed
    • If a user tries to include all the projects in an invoice or invoice batch and some of the projects have the Project can be invoiced option cleared, those projects are not selected and the message Some of the Projects cannot be selected because they are not set to be invoiced is displayed

See also

  • Project Setup
  • Setting Up the Financials
  • Invoice Setup: Setting Up Invoices
  • Invoice Setup: Creating An Invoice For a Client, 1
  • Invoice Setup: Creating an Invoice For a Client, 2
  • Invoice Setup: Creating, Generating, Posting and Exporting Multi-Client Invoices

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