The Charge Invoice page is the place to review the overall invoiciong positoin and to create new Invoice Charges. To create a new Invoice for the Project click Charge/Invoice.

The table displays a summary of the current fee position for each Project Part. The system marks Time and Materials Parts that include un-invoiced Time Entries, and Expenses parts that include un-invoiced Billable Expenses.

Click the Part Name to review the detailed invoicing history for the current Part (most recent at the top) and to create a new Invoice Charge for the current Part.

• For a Fixed Fee Part

  Click New
  Adjust the Charge Date if necessary
  Adjust the Invoice Date (top right) if necessary
  Give the Charge an optional Name (eg 50% complete). The Part Name and this optional charge name will both appear on the invoice
  Enter a Charge Amount or a %age complete
  When an invoice is created the system automatically checks the Invoiced (Inv’d) check box and inserts the Invoice Number
  PTI and PTI Amount (here)
  Add a trailing note if necessary. The trailing note is included on the invoice
  For a Project with a single Part click Single Part Invoice. To create a multi part Invoice select another Project Part and repeat the process
  For a multi part Invoice, when all Charges are complete click Multi Part Invoice (top right)
  Continue with the Invoice setup (here)
  

• For a Time and Materials Part

  The systems will calculate the Charge Amount for all un-invoiced Time Entries based on the Time Billing Rate associated with the Project Part
  Adjust the Period End Date if necessary
  Adjust the Invoice Date (top right) if necessary
  Click Charge This Amount
  Give the Charge an optional Name (eg 50% complete). The Part Name and this optional charge name will both appear on the invoice
  When an invoice is created the system automatically checks the Invoiced (Inv’d) check box and inserts the Invoice Number
  PTI and PTI Amount (here)
  Add a trailing note if necessary. The trailing note is included on the invoice
  For a Project with a single Part click Single Part Invoice. To create a multi part Invoice select another Project Part and repeat the process
  For a multi part Invoice, when all Charges are complete click Multi Part Invoice (top right)
  Continue with the Invoice setup (here)
  

• For an Expenses Part

  The systems will calculate the Charge Amount for all un-invoiced Billable Expenses associated with the Project. In general, expenses for all Project Parts within one Project are assigned to a single Expenses Part. However, it is possible to create additional Expenses Parts to accommodate more complex Projects
  The system displays the individual expense amounts so the PM can review and adjust the Billable / non-Billable status and / or delay invoicing individual Billable charges until later
  Adjust the Period End Date if necessary
  Adjust the Invoice Date (top right) if necessary
  Click Charge This Amount
  Give the Charge an optional Name (eg 50% complete). The Part Name and this optional charge name will both appear on the invoice
  When an invoice is created the system automatically checks the Invoiced (Inv’d) check box and inserts the Invoice Number
  PTI and PTI Amount (here)
  Add a trailing note if necessary. The trailing note is included on the invoice
  
  For Expenses Create a Single Part Invoice, click Single Part Invoice
  Continue with the Invoice setup (here).

• Invoice Groups

  If the Project includes Invoice Groups (here) the Groups will be indicated in a drop down list.

• Edit Invoice and Invoice Charges

  To remove a charge DELETE the charge using the red X at the left hand end of the row. Any and all Time Entries and/or Expense Entries that the system used to calculate the original Charge Amount will be disassociated and will once again be available to recreate the Charge.

  If a dialog indicates that the Charge is attached to an Invoice it is necessary to delete the invoice in order to release the charge. Locate the Invoice. Invoice Manager>> Find Invoice in the List, click the red X at the left hand end of the row, in the dialog choose to return to the Charges page. If the Invoice has already been assigned an Invoice Number it may be desirable to make a note of the Invoice Number.

  If a dialog indicates that the Invoice Status is Submitted or Approved, an administrator can reassign the invoice status (if appropriate) to permit the delete action. Invoice manager>> Find Invoice in the List, set Status to Open.

  After the changes the invoice must be re made, re submitted and re approved.