Enter a manual time & material invoice and automatically generate 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. Select the Generate New Number checkbox. ProContractor automatically generates and assigns the next accounts receivable invoice number.
    Note: You can set the next generated accounts receivable invoice number for the company on the Company screen.
  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.
  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.
    Note: When you save the invoice, ProContractor checks to ensure that the invoice number has not already been used. If the number has been used, a new invoice number is automatically generated and assigned during the save process, based on the next number in the accounts receivable numbering sequence. For example, suppose that invoice number 403 is automatically generated and assigned to a time & material invoice, but before saving the invoice, a customer invoice is assigned the same number and is saved. In this situation, when you save the time & material invoice, ProContractor will automatically generate and assign invoice number 404.