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