Add Contract Invoice
Updated
Add Contract Invoice
Suggested Prior Reading
Contract Invoice – Overview
Contract Invoice – Status
List of Invoices for a specific Contract - Layout and Navigation
Overview
Invoices can only be added for
· Approved or Completed Contracts
See Change or set the Contract Invoice status for more information.
The following are the steps to adding a Contract Invoice:
· Access the Contract
· Access the list of Invoices for the specific Contract
· Add the Contract Invoice
· Enter the Contract Invoice – General Information
· Edit the Contract Invoice – Schedule of Values
Steps
1) Select the Contract that the Invoice is to be added to. See View or Edit an existing Contract.
The View/Add/Edit a Contract form displays.
See View/Add/Edit Contract - Form Layout and Navigation for more information.
2) From the navigation menu option on the form, click Invoices.
A list form appears and any existing Invoices display.
See List of Invoices for a specific Contract - Layout and Navigation.
3) Click + New Invoice
The View/Add/Edit a Contract Invoice form appears.
Next Steps
Change or set the Contract Invoice Status
View/Add/Edit a Contract Invoice – General Information
Setup the Invoice - Schedule of Values
See Also
Budget
