Change the invoice stage from ready to post to draft
- Open the Enter Manual Time & Material Invoice screen.
-
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 the invoice.
Project
Customer
-
If you selected Project in the Create Invoice For field, 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.
-
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.
-
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.
-
In the Invoice field, do one of the following.
Enter the number of the manual time & material invoice and press Tab.
Click
to select the manual time & material invoice from a Lookup List.
- Click Reset to Draft.
- Click Yes on the confirmation window.
