Invoice template

User can print an invoice report based on the invoice template configuration defined in evergreen proserv. As part of enhancement, we have introduced a new SSRS invoice report (EVGNProjOpsInvoice.Report) that includes milestone, advance and retainer details.

Project management and accounting > Setup > Invoices > Invoice template configuration

Project management and accounting > Setup > Project management and accounting parameters > Setup invoicing options tab > Invoice template name:

Whenever project contract is created invoice template will be defaulted from parameters. User can change invoice template name at project contract level to default at invoice proposal.

Invoice template name will be defaulted from Project contract to invoice proposal. User can change at invoice proposal level.

Below is the invoice copy based on invoice template setup:

Note:
- Known issues: VAT amount is not showing when we run report from invoice proposal, VAT amount is visible when we print report from invoice journal.