Add Time And Expense To An Invoice

Time and Cost amounts can be added to an existing Invoice or to an Invoice as it is being entered.

1.  Access the Create Invoice/Credit Memo application from the Activities menu or Shortcuts and follow the Enter A Customer Invoice procedure.

OR

2.  Access the Find Customer Invoice application from the Find Button dropdown list.

Locate the Customer Invoice document for which you wish to add billable time and costs and double-click on the line.  You may need to change the Begin and End Date Range in the  Find Customer Invoicescreen to locate the Customer Invoice document.  If you change the date range, you must click on the Refresh button to display documents in the new range. 

Key in the Document Id in the Document Id column filter bar to quickly locate the Customer Invoice.  If you do not know the Document Id, you may filter on Customer, Document Type or Amount to help you locate the document.  See Using Find Lists.

application. 

3.  You must select a Customer ID in the header section of the invoice.

4.  To select time and expense transactions, right click on the mouse in the header section of the Create Invoice/Credit Memos application.   Select the Select Time and Expense option. 

5.  The Time and Expenses screen will be displayed with three tabs.  These tabs are Expense, Items and Time. Transaction that have been coded to the customer in the Time Entry application and the Enter Bills application, that have not been included on a previous invoice, will appear in each tab.

6.  Select the transactions from each tab that you wish to include on the customer invoice.  Indicate whether you want to Use the Time Entry Notes versus the item description for the invoice line item. If you want to summarize the transactions by Service Item, click on Summarize By Service & Apply or click on Apply All Rows to add the transactions to the invoice.  The selected transactions will no longer appear in the Time and Expense screen.