Onward Billing Projects Transactions based on Purchasing and Time Sheet Input

You can use Onward Billing based on purchasing and time sheet input, providing you have registered the necessary information in the Purchasing and Time sheet input modules in advance.

How to Onward bill based on purchasing and time sheet input

Click the Invoicing button to indicate the project's invoicing method. Select Onward billing based on purchasing and time sheet input from the drop-down list and click OK.
Click the Search button if you want to register a bank account for this project.
If you leave this field empty, the account which is entered in the Account no. on invoices field under View - Settings - Company - Financial Settings will be used for the project invoices.
Read more about defining bank accounts in Account Information.
Enter a Fixed text on invoice if you want all invoices for this project to have default text.
Click New to create a new line in the Invoicing plan. A new line will be inserted where you can select Status and Amount as well as a Comment.
Click the Invoice button to open the invoicing wizard.
Follow the five step wizard to complete the invoicing process. Enter contacts, purchase lines, time sheet input, status reports and default information linked to the project.
Click the Search button in the wizard's first screen to select the contact (and company contact) you wish to create an order for. Click Next.
The products that can be invoiced are displayed in the Not included field. Select which product/projects you wish to invoice and click the arrow button that points to the right. The products will be registered on the invoice. Click Next.
Select which hours from time sheet input should be invoiced in the next level of the wizard. The process is the same as for products.
Click Next.
Click Complete to create an order.

You have now created an invoice based on the purchasing and time sheet input.

Note! The Invoicing plan provides you with an overview of invoices linked to the project. There is only one field for user defined information and you can decide whether you want to enter information or not. No information is transferred to other modules from here.