Enter a manual time & material invoice and manually assign an invoice number

  1. Open the Enter Manual Time & Material Invoice screen.
  2. Note the active company. If you want to change it, click in the header and select the appropriate company.

In the Create Invoice For field, click and select the entity for which the invoice will be created.

  • Project

  • Customer

  1. If you selected to create the invoice for a project, in the Project field, do one of the following:

    • Enter the code of the project for the manual time & material invoice.

    • Click to select the project for the manual time & material invoice from a Lookup List.

    • Tip: You can set this field to default to the most recently used project. See the Remember Last Project field on the Users screen or User Groups screen for details.
  2. In the Billing Format field, do one of the following:

    • Enter the code of the billing format for the manual time & material invoice.

    • Click to select the billing format for the manual time & material invoice from a Lookup List.

  3. In the Customer field, do one of the following:

    • Enter the code of the customer for the manual time & material invoice.

    • Click to select the customer for the manual time & material invoice from a Lookup List.

  4. In the Invoice field, enter a code of up to 20 alphanumeric characters to identify the manual time & material invoice.
    Note: Alphanumeric characters include the letters A through Z, the numerals 0 through 9, and all special characters except comma, dash, period, percent, tilde, and single quote. In addition, the code cannot begin or end with a space.
  5. In the Invoice Through Date field, enter the date through which the customer is to be billed or click to select the date from a Date Picker.
  6. Press Tab.
    Note: ProContractor checks to ensure that the invoice number has not already been used. If the number has been used, an error message is displayed.
  7. Complete the fields as described on the Enter Manual Time & Material Invoice Screen Field Reference.
  8. Click Save as Draft.
    Note: If the Lien Management Review Required checkbox for this screen is selected on the Lien Management Settings screen, you must view the Lien Releases tab before saving the entry.