In this process, the project invoicing process is explained. The process starts with collecting project transactions that are posted to the general ledger on a project and creating an invoice based on project settings. For more information, refer to Project invoicing.
| Name | Responsible | Description |
|---|---|---|
|
Create project invoice proposals |
Billing specialist |
Before you create a customer invoice for a project, you can create a preliminary invoice or invoice proposal. In an invoice proposal, you can select project transactions to include in a project invoice. You can choose to not select all lines or make other choices if you need to include records from sales orders. Note that any unallowable indirect cost allocations do not appear in the list of transactions to be invoiced. |
|
Review and edit invoice |
Project manager |
Manually review the invoice to ensure all is correct before you post and send it to the customer. |
|
Identify adjustments to invoicing |
Project manager |
Define any changes needed to the current transactions before you continue with your invoice process. |
|
Submit corrections to appropriate department |
Project accountant |
Project invoice correction processes vary. Follow your defined business process for submitting corrections. |
|
Send project invoice to customer |
Billing specialist |
Send the project invoice to the customer. |
|
Post project invoice |
Billing specialist |
Once the project invoice is considered correct, it is time to post it. |