An Invoice is a document or transaction that indicates an obligation. This obligation may be of a payment owed to you by a customer or a payment you owe to a vendor. It generally refers to goods and / or services that have been or will be delivered.

Invoices can be created from a T&E Report. The invoice lines represent the expense amounts (if they have been marked as billable) and the resource hours. The pricing for the resource is derived from the resource pricing. You can define specific pricing for an account, project or contract. Additionally, if an activity type is used and overhead (either positive or negative) may be applied.For additional information on resource pricing and activity type pricing refer to the following links.

The billing address and payment terms are derived from the account indicated on the T&E Report.

Note: If an account is not entered in the T&E Report an invoice cannot be created.

If necessary, the generated Invoice can be updated in the Invoice window. This is also where Invoices are manually created. Select a Document Type for the invoice. Select an Account and Contact for the invoice.

The Address section displays the billing address defined for the account selected above. If no billing address is defined, or if the billing address is not accurate, enter the correct address information and select Sync Address with Account to update the account record with the correct information.

Note: If you change the account after other data has been selected, click Update Account Info to retrieve the appropriate associated contact and address data.

The Details section displays the date and payment information for the invoice. Enter the Invoice Date. If a different date should be used for financial accounting purposes, enter that date in the Accounting Date field. Select a Payment Term for the invoice. The Due Date will be calculated based on the payment term definition.

The Freight & Handling section displays any freight (shipping) and handling charges that apply to the invoice. Select a Tax, if appropriate for these charges. The Shipping Tax will be calculated based on the data entered.

The Reference section displays Opportunity, Campaign or Contract that this invoice references. Enter these values as appropriate. If the invoice was generated from another record (opportunity or T&E report), these values may be populated for you.

Click Save to save the invoice. Click Save & New Line to save the invoice and add invoice lines.

The Invoice Line window displays.

The Information section displays the product or service for the invoice line.  Select a Product or Resource for this line. Tab off the field to populate the List Price, Unit Price and Discount. If security allows, you can update these fields as necessary. When a Quantity is entered, the Subtotal will be calculated.

The Tax section displays the Tax to be applied to the invoice line. This can be different than any tax used for the freight and handling charges or for any other invoice lines.

The Reference section displays the Project that this invoice references. Select a value as appropriate. If the invoice was generated from another record (opportunity or T&E report), this value may be populated for you.

Click Save to save the invoice line or Save & New to save the invoice line and add a new one.

For an existing Invoice click New in the Invoice Line related list of the invoices details page. Enter the information for the invoice line. Click Save when you are finished, or click Save & New to save the invoice line and add a new invoice line.