Create a Generated Time & Material Invoice

Create a time and material invoice to bill a customer based on project billing.

  1. On the Enter Generated Time & Material Invoice screen, enter the details of the time and material invoice and assign it to a posting group.
  2. Create the PDF file for the invoice, and save the invoice as a draft.
  3. Review the time and material invoices in the posting group.
  4. Modify the details of the time and material invoice if needed.
  5. Create the PDF file for the invoice; view, print, or email the invoice; and save the invoice as ready to post.
  6. Post the time and material invoices in the posting group.
Once you post a time and material invoice, you can no longer modify it. If you need to make any changes after posting, use the Void Time & Material Invoice screen to void the time and material invoice and then enter a new generated time and material invoice.
After you create a generated time and material invoice, you may want to: