Create a draft invoice and automatically generate an invoice number based on the project number and application number
You can automatically generate an invoice number that is based on the project number and application number only if the Use Sequential Numbering for all AR Invoices checkbox is not selected on the Company screen.
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Note the active company. If you want to change it, click
in the header and select the appropriate company.
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In the Project field, do one of the following:
Enter the code of the project for the invoice.
Click
to select the project for the 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.
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If the selected project has a single billing format, the Billing Format field is disabled and the project's billing format is selected. If the selected project has multiple billing formats, the Billing Format field is enabled. In the Billing Format field, do one of the following:
Enter the code of the billing format for the invoice.
Click
to select the billing format for the invoice from a Lookup List.
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If the selected project has a single billing format, the Customer field is disabled and the customer for the project's billing format is selected. If the selected project has multiple billing formats, the Customer field is enabled. In the Customer field, do one of the following:
Enter the code of the customer for the invoice.
Click
to select the customer for the invoice from a Lookup List.
Note: Based on the number of invoices already created for the combination of company, project, billing format, and customer, an application number and invoice number are automatically generated. The invoice number is the project number plus the application number.
