External Billing › Advance Billing › Create and Edit Advance Bills

Create and Edit Advance Bills

Use the Advance Billing Details page to create or edit advance billing for a selected project. Creating advance billings creates a billing schedule and adds new line items to the advance billings summary for the selected project. You can also use this page to record an after-the-fact manual invoice.

Note: See the Project Management User Guide for more information.

To create or edit an advance bill

1. Open the project to create or edit advance bills.

   The Advance Billing Summary page appears.

2. Do one of the following:
   • Click New Row to create a new advance billing line item.
   • Click the Bill Date link to edit the selected line item.

   The Advance Billing Details page appears.

3. Enter or edit the following fields:

   Bill Date

   Defines the bill date that appears on the invoice. Enter a bill date or click the Date Picker icon to select a bill date.

   Amount

   Defines the amount to bill.

   If multi-currency is not enabled, the default is the system currency. If multi-currency is enabled, the default is the billing currency. Select another currency as needed.

   After The Fact

   Indicates if the line item represents an ATF invoice. Select this check box if the line item represents an ATF invoice.

   Invoice Number

   Required if the After The Fact check box is selected. Defines the unique invoice number. Leave this field blank if this line item is not an ATF invoice.

   Notes

   Defines comments concerning the line item.

4. Submit changes.

More information:

View Projects Available for Advance Billing