Send project invoices and collect invoice balance

Overview

After work on a project is completed, you can send the invoice for the project to the customer and collect any balances owed.

Things to know

• If the adjustment invoice on a project has a different Bill To, the customer invoice for the project does not list the adjustment items. When sending project invoices to your customers, this ensures they receive relevant information.

Print or email the project invoice

1. Find and select the project you want.

2. From the Actions dropdown, click Invoice.
   

3. Click Print .

4. The Invoice PDF file opens. You can both download and print it.

5. Click Mail .

The Email Invoice screen opens.

Tip: Near the top of the invoice, you can see whether the customer prefers to receive invoices by email, mail, or both.

Collect the project balance

1. Find and select the project you want.

2. From the Actions dropdown field, click Pay Multiple Invoices.
   
   The Collect and Apply Payments screen opens.

3. In the Payment Details section, enter the following details of the payment:

   1. Payment Type: From the dropdown, select the type of payment

   2. Amount: Enter the payment amount

   3. Date: Enter the payment date

   4. Memo: Enter details of the payment

   5. Business Unit: From the dropdown, select the business unit associated with the payment

   6. Authorization Code: Enter the authorization code if required
      

4. In the Apply Payment section, you can choose the amount to be applied to each invoice within the project.

5. When you’re done, click Save.
   

Want to learn more?

• See Apply a payment to multiple invoices

• See Jobs and Projects