Hi,
If I want to create an invoice for a customer, what is the different between the two methods below?
- Receivables/ Invoices and Memos/ New record
- Projects/ Run project billing
Thank you.
Raymond
Answer
Create customer project invoice
Best answer by Laura03
Hello,
Depending on how your bill your projects (see Billing Rules), you may like to run Project Billing and have Acumatica calculate invoices for projects based on marking up transactions that have been posted to a project (Time & Materials) or by the Percent a Project is Completed, or by the project having met certain Milestones that are agreed to in the contract stages of your projects.
Invoicing directly from Receivables requires the user to manually type in what they want to appear on the invoice: choose project, choose customer, choose non-stock inventory item (optional), type quantities, type descriptions, type amount.
Invoices produced in other modules like Projects, in Sales Orders module, in Field Services, etc. eventually flow into AR invoices & memos screen.
Laura
+19Hello,
Depending on how your bill your projects (see Billing Rules), you may like to run Project Billing and have Acumatica calculate invoices for projects based on marking up transactions that have been posted to a project (Time & Materials) or by the Percent a Project is Completed, or by the project having met certain Milestones that are agreed to in the contract stages of your projects.
Invoicing directly from Receivables requires the user to manually type in what they want to appear on the invoice: choose project, choose customer, choose non-stock inventory item (optional), type quantities, type descriptions, type amount.
Invoices produced in other modules like Projects, in Sales Orders module, in Field Services, etc. eventually flow into AR invoices & memos screen.
Laura
~ Laura Barber, WM Synergy
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