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Use this form to view, edit, and update preliminary invoice transactions.
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To change transactions that are included on an invoice proposal, delete the invoice proposal, adjust the transactions from the project, and create a new invoice proposal.
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Updated invoice proposals do not appear in this form because only proposals are shown by default. You can display canceled or invoiced records by using the filter (CTRL+F3).
Tasks that
use this form
Create invoice and on-account proposals
(DNK) Post project or service transactions for a public sector organization
Navigating
the form
The following links and tables provide descriptions for the controls in this form.
Tabs
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Tab |
Description |
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View invoice proposals and the projects to which they are attached, and the invoice proposal status. |
Buttons
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Button |
Description |
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Define the transactions that are to be included in the proposal and a period for which the proposal is to be created. |
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Create on-account proposals. |
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View or edit the details of the payment schedule that is selected for the current invoice project. To set up payment schedules, click > > > . |
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Add lines to an existing invoice proposal, or re-create invoice proposal lines that have been accidentally deleted. |
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View the selected invoice proposal, which is an accumulated view of information that is gathered from the invoice proposal lines of the current invoice proposal. |
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Cancel the selected invoice proposal. |
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Approve the current invoice proposal. |
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Initiate the invoicing procedure. |
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View the sales tax of the invoice project. |
Fields
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Field |
Description |
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View the number that is attached to the invoice proposal. |
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View the invoice proposal name. |
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View the sales currency of the invoice proposal. |
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View the type of invoice proposal. |
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View the project invoice identification (ID). |
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View the date of the invoice proposal. |
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View the voucher of the invoice proposal. |
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View the status of the invoice proposal. |
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If this check box is selected, you must specify the dimension account for electronic invoicing for each invoice line. If this check box is cleared, you must specify the dimension account for the invoice header.
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The dimension account for the free text invoice header. It is used for electronic invoicing.
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Note
