Creating invoice summaries

Invoice detail lines are created when invoices are generated. You can also run the Create Invoice Summary action to create the invoice summary after invoices are generated.

  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 Main tab, select the Create Summarized Invoices check box.
  5. Select at least one of the dimensions to create a summary invoice. When invoice formats are used, attach a summary invoice format and a summary invoice reversal format to the project contract.
  6. Click Save.
  7. Select the Invoices tab.
  8. Generate invoices, validate the summary lines tab, and view the invoice.
  9. If the summarization is not as expected, change the summary parameters and run the Create Invoice Summary action.

    This action can also be run after invoices are generated, if the check box was not initially selected. Select the check box on the contract, add the dimension and the summary invoice format. Save the contract and run the action.

  10. Select an invoice group or project funding line and select Actions > Create Invoice Summary.

    When this action is run, the previously generated invoice and IDM document are deleted. You must run the Regenerate Printable Invoices action to view the printable invoice. See Regenerating printable invoices.