Project invoices

Owned by Timothy Hitchcock
Last updated: Oct 25, 2024 by Chris Phillips
1 min read

Bill customers for work with an invoice.

  • Open the Project form and select the Invoice tab.

  • To add an Invoice, right-click in the Invoices gray space and select Add Invoice.

  • If notification is triggered by a new invoice, the information will pop up here.

  • Your new invoice entry will appear.

Schedule of Values (SOV)

  • Create SOV items: Project form > Contract tab > SOV sub-tab. Right-click panel to add.

  • Add SOV items to the invoice: right-click invoice, select “Add Values from SOV”

  • In the “SOV Item” window, select one or more SOV items from the list.

SOVs need a value in the “% Done” field to invoice that amount.

You'll now see the SubTotal column updated with the amount of the SOV, and you'll see the amount in the Items tab.

Notice that when you right-click the Invoice entry, you'll have a number of options. A few important ones are View/Print and Save to PDF which will allow you to print the invoice so you can send it. Another important option is Add Payment, which will allow you to add payment to the invoice when you have received payment.

 

Applying Payments, Refunds, Discounts, Credits, etc.

When you right-click any invoice you’ll get a pop-up context menu with additional items that you may apply to your invoices.

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Applying a Payment to an Invoice

To add a payment to an invoice, select Add Payment followed by:

  1. Select a method of payment (e.g., Cash, Check, Card, ACH Transfer, Wire Transfer, etc.)

  2. Provide a reference such as a check number, or transaction number if an electronic option was selected.

  3. The amount will automatically populate from the invoice record. Change the amount if a partial payment was made.

  4. The current date will auto-populate. However, you can enter whatever date the transaction transpired.

  5. Add a note to the person(s) listed to receive notifications (*see note below).

  6. Click Save.

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Add/Edit Invoice Payment

*The ‘Note to:’ text box will only display when the email trigger is setup for ‘Invoice Payment Added/Modified’ event in Settings->Notifications->Email Triggers

 

How-to-Edit Payment Methods

  1. Click the pencil icon on the right-hand side of the Method field on the Add/Edit Invoice Payment
    Pop-up.

  2. Right click in the method-list panel.

  3. Add, Rename, or Delete entries.

  4. Click OK.