Hours/ Projects -> Project Billing
From the Project Billing screen you can create invoices based on billable hours and/ or additional expenses using several projects at once.
Click on Search in order to see a summarized lay out of billable projects. In this overview you will see which hours are still open and which hours are specified as additional expenses, under the Performed actions tab. Here you will also see the retainer which can be shown in the project which has been filled in.
It is possible to create an invoice summary in advance, before billing, using Excel. In order to do this select the concerning project(s) and click “Summaries” on the left side of the screen. Subsequently select the rapport “OHW_SPEC_UREN” in order to create an Excel export containing the hours and the billable amounts.
If you still wish to make changes in for example the hours all you need to do is click “hours to be billed” from the list.
A new window opens containing the hour fields which are ready to be billed. At this stage you can still make changes to attributes such as the description.
After a check up the invoice can be created. This can be done by check marking the concerning projects from the list and subsequently clicking the “Create/ Amend Invoices” button.
The invoices will now be generated and after completion a new window will appear noting that x amount of invoices have been created. This window serves solely as a confirmation and additional check up. Clicking “OK” will close the window.
To print the invoices after having created them, click the “Print/ Amend invoices” button and subsequently click on “Print”.
At this stage the invoices are still individually amendable. This can be done by clicking the link titled “Open Invoice” followed by the created invoice number/ ID. This link is available from the ‘Invoice’ column. A new window appears as shown in the illustration bellow:
The invoices can still be manually edited/ corrected from this screen and additional fields can also still be added.
If all invoices are in order, the invoices can be processed. By doing so the invoices which have just been created will receive “Billed” status and will be forwarded to your administration. For this, once again check mark all projects and click on “Print/ Process Invoices “. Now click the “Process” button in order to process the invoices.
You have now created the invoices. The invoices will no longer be listed unless you have clocked additional hours to the invoice.
In case you might possibly want to add changes to the invoice you will first need to credit the invoice. This can be done from the outgoing invoice through the “Create credit bill” button.
The hours and additional billings will this way once again be listed and become billable.
