View or Edit an existing Commitment Invoice

View or Edit an existing Commitment Invoice

Suggested Prior Reading

View or Edit a Commitment

Commitment Change Order – Overview

Commitment Change Order – Status

Commitment Change Order – List Layout and Navigation

List of All Invoices for all Commitments – Layout and Navigation

List of Invoices for a specific Commitment - Layout and Navigation

 

Steps

There are different ways to view or edit Invoices for a Commitment: 

View all Commitment Invoices and then search for the Invoice number or sort by the Invoice number to see the ones specific to the Commitment

1)     From the Projects Navigation menu, select Commitments.

The Commitments List appears. (see Commitments List – Layout and Navigation)

2)     Click on Invoices in the form navigation menu.

The Commitments – List of all Change Order appears

3)     Type the Commitments number in the Search box to narrow the list to just those Change Orders that match the entry

OR

Click on the Commitments column to sort by the Change Order number and see all the associated Invoices.

4)     Hover the cursor on the Commitment

5)     Click the View Change Order button to the right of the row (blue box with right arrow).

OR

4)     Right click on a Commitment

5)     Select View from the pop-up menu.

OR

Double click on the Commitment anywhere on the Commitment row.

See View/Add/Edit a Commitment Invoice – Form Layout and Navigation for more information.

 

Go to the specific Commitment and view the associated Invoices

1)     View or Edit an existing Commitment as outlined in View or Edit an existing Commitment.

The View/Add/Edit Commitments form appears.

2)     From the navigation menu options, click Invoices.

The List of Invoicess for a specific Commitment appears. See List of Invoices for a specific Commitment - Layout and Navigation.

3)     Right click on a Commitment

4)     Select View from the pop-up menu.

OR

Double click on the Commitment anywhere on the Commitment row.

See View/Add/Edit a Commitment Invoice – Form Layout and Navigation for more information.

 

Next Steps

Change or set the Commitment Invoice Status

View/Add/Edit a Commitment Change Order – General Information

Enter the Commitment Change Order - Schedule of Values

 

See Also

Budget


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