The invoicing policy settings determine when Projetex alerts the user to invoice a client job. According to these settings, Projetex will assign one of the following statuses to uninvoiced client jobs: Not ready for invoicing or Ready for invoicing, followed by a comment determined by the current invoicing policy settings, for example, "Total reached".
These statuses can be viewed on the Client Jobs tab of the Project window, the Client Jobs tab of the Client window and the Client Jobs window.
By default, the invoicing policy for all the clients states that client jobs must be invoiced immediately after completion.
The invoicing policy can prompt you to invoice client jobs once their total has reached a certain amount.
Select the Wait for accrual check box, to enable a time limit within which an invoice must be created, whether the required total has been reached or not. This will make all client jobs display as "ready for invoicing" if the specified amount of time has passed since their completion.
To configure your invoicing policy for a certain client, click the Invoicing Policy button in this client's profile.
Note: If the invoicing policy is set to Immediately after completing job, then Not ready for invoicing or Ready for invoicing messages will not be displayed.
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