Modify a contract invoice and save as a draft

An unposted invoice can be modified only if it is currently saved as a draft. If the invoice is saved as ready to post, use the Reset to Draft button to change the invoice stage to draft. If the invoice has already been posted, use the Adjust Contract Invoices screen to make changes.

  1. Open the Enter Contract Invoice screen.
  2. Note the active company. If you want to change it, click in the header and select the appropriate company.
  3. 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.
  4. 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.

  5. 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.

  6. Modify the fields as needed on the Enter Contract Invoice Screen Field Reference
  7. 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.
    Note: When you are ready to post the invoice, change the invoice stage to ready to post. You can change the stage of a single invoice from the Enter Contract Invoice screen and of multiple invoices from the Print Contract Invoices by Batch and View Contract Invoice Logs screens.