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.