WorkPlace Project provides the ability to mass generate customer invoices. With just a few clicks in WorkPlace Project, an un-posted Invoicing Batch will be automatically created. Also, WorkPlace will create multiple invoices based on the parameters you specify and place them in the batch.
The billing rate used will be calculated based on a customizable hierarchy of rules that you setup in advance.
generate invoice
Once the generate button has been selected a confirmation message will appear (i.e. Generated Document #: IVC3).
System assigned session number.
Shows the Project selected for invoicing.
If Activities are assigned to the project, this field will be available for selection.
Shows the Phase selected for invoicing.
When checked all selected billing lines will be summarized into one line on the invoice.
Enter the date to show on the invoice (defaults to current date).
This is required when lines are rolled up into one and ignored when not rolled up.