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Hi All !

For some project we don’t need to have a proforma invoice for our T&M billing. In this case the PM create directly a AR invoice.

But we face a problem, in case we have one or more row to writeoff, how to writeoff them easilly(writeoff and hide it for the customer)? 

 

If we delete the row, it become unbilled and will be recalled at the next invoice.When we want to have a reminder it’s fine , but if we want to completly remove the row it doesn't do the job.

Thanks 

Hope this helps! 

 

You can change the amount to $0 on the AR invoice and it will be written off.  You may need to hide the $0 lines from the printed invoice to hide it from the customer.

 

​@raphrf Hi! i know you mentioned that you are not using create pro forma billing for your t&m projects but it may be helpful to add that step.  when you run project billing and the pro forma is created, on the Time and Material tab, you have a few options that may give you the flexibility you need: 

if the lines are removed all together using the X, then they are just added to the next month but here you can easily write off the remainder or the full amount as needed.  It should help streamline the process and then the financial team can finalize the AR invoice and release 

 

hope this helps!

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