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28.5 Invoice tab |
  
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28.5 Invoice tab |
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28.5.1 The Invoices tab shows the Invoices that have been raised, amounts Receipted, the outstanding balance, invoice aging and productivity.
Total Invoice Amount, Receipt Amount and Balance Outstanding for all invoices are located at the bottom of the invoice listing.
28.5.2 Create a new Invoice
Click "New Inv" button to create a new invoice.
28.5.3 View/Edit Invoice
Double-click on an Invoice Reference to view or edit a specific invoice.
Double-click on a blank receipt field to enter receipts against the invoice or if the receipt field is not blank, double-click the amount to see the details of the receipts against the Invoice.
Double-click the Productivity field to see the breakdown or allocate one for this Invoice. Allocate Productivity to each Employee for work carried out on each Invoice irrespective of what their timesheets indicate.This is where the Productivity (Allocated) reports get their data from.
To find out how to allocate Productivity to an Invoice, refer to the "How do I allocate actual Productivity" Category in this How To Guide.