Editing invoice lines

  1. Sign in as Project Accountant, Project Administrator, or Project Manager.
  2. Select Project Contracts.
  3. On the Contracts tab, open a contract.
  4. On the Invoices tab, select an invoice group or project funding line to show the associated invoice lines in the detail section.
  5. Select Actions > Edit Invoice Line.
  6. Specify this information:
    New Amount
    Specify the new amount.
    New Units Amount
    This field is displayed when units exist on the original transaction. Specify new units to calculate a new amount when a billable rate is used or to recalculate fees that are based on the units.
    New Billable Rate
    This field is displayed when a billable rate exists on the original transaction. Specify a new billable rate to calculate a new amount that is based on the rate and units.
    New Tax Exempt
    This field is available when tax exists on the original transaction. Select the check box to remove tax from the invoice line.
    Defer Remaining Amount
    Select this check box to create a partial expense. The remaining amount is invoiced on a future invoice.
    Hold Remainder
    Select this check box to hold the remainder of the expense. You must take the partial expense off hold before you can send the invoice. Select this check box only if you selected the Defer Remaining Amount field.
    Action Reason
    Select an action reason for the edit.
    Action Comment
    Specify a comment for the edit.
  7. Click Submit.