The Issue Invoice Form allows you to make final modifications to the invoice number or date, post an invoice to the web, open for viewing, or save to disk. For more information please see the Issuing Invoices How To.
This form is reached from the Create/Save Invoice Confirmation form, and enables you to issue saved invoices.
Permissions and Settings
Who can issue invoices? The following people:
- Anyone with the cost center permission Create and Issue Invoices for all engagements on the invoice
- If the installation setting PM Can Issue Invoices is enabled and the PM is the PM for all projects on the invoice
Invoice / Credit Memo Number
This value will autopopulate based on your Number Customization. Optionally you can type in a new value depending on your installation settings. To change your installation settings, please contact the Projector support team.
Two issued invoices cannot have the same number. But you can void or delete an invoice and then re-use that number. However, we don't recommend this approach, especially if you have an accounting integration, because it causes confusion about which invoice is which. Rather, try appending -R1 or -R2 to indicate a reissue.
Set invoice dates to
Defaults to what the Invoice Date field is on the Invoice Editor Invoice Tab. If that field is blank then today's date is used. You can use the calendar to pick a new issue date for the invoice (which updates the invoices itself). This date is used to determine the accounting period that the invoice issue transaction will be placed in when it is queued for transmission to the accounting system. This date is also used as the start date for payment terms, such as net 30.
Preview Invoice / Credit Memo
You can choose to immediately open the invoice for viewing or save it to disk. Saving to disk is useful for printing multiple invoices at once.
Post Invoice / Credit Memo to Project Workspace
Post Invoice to Project Workspace
Check this box to have the issued invoice posted to the Invoices tab of the Project Workspace of the Employee Portal. If your Projector installation does not enable document storage this option will be grayed out.
Apply to All
When issuing multiple invoices at once, check this box to have the Invoice Date applied to all invoices.