Billing-Drafts

See Also

 

This screen displays all draft invoices in the system. You can finalize invoices listed in the drafts list using the Action drop-down. All the draft invoices have a Draft watermark displayed on them.

 

 

Filters

You can filter the list of draft invoices by project, client, principal, invoice method and date.

 

Project:

Make a selection from the drop-down list to display the draft invoices of the desired projects.

 

Client:

Make a selection from this drop-down list to display the draft invoices of the desired clients.

 

Client Company:

Make a selection from the drop-down list to display the draft invoices of the desired client's company.

 

Principal:

Make a selection from this drop-down list to display the draft invoices of the desired principals.

 

Project Leader:

Make a selection from this drop-down list to display projects linked with the specific project leader. The list contains projects which have draft invoices associated with them.

 

Department:

Make a selection from this drop-down to display the draft invoices of the desired departments.

 

Invoice Method:

Make a selection from this drop-down list to display the draft invoices of the desired billing method.

 

From-To:

Select the date range from the drop-down lists for which you want to view the draft invoices.

Grid

Date:

Date when the invoice was created.

 

Invoice Number:

Invoice number associated with the selected draft invoice.

 

Creating a draft invoice or deleting it does not increment your next invoice number until that invoice is finalized. When draft invoices are finalized, ArchiOffice looks at the invoice numbers of all existing invoices to determine the next highest number and sets the default in Preferences to that number. This helps in preventing gaps in the numbering sequence.

 

Invoice Method:

Displays the billing method used for the associated project (i.e., Hourly Rate, Stipulated Sum, Multiple of DSE/DPE, Percent of Construction, or Unit Cost).

 

Project Number:

The number of the project or job associated with the invoice.

 

Project Name:

The name of the project associated with the invoice.

 

Client:

Displays the name of the client billed for the project.

 

Total:

The values show the total amounts invoiced, paid, and due.

 

All:

Select the check box for a project record whose invoice you want to generate. Else, click the top All check box to select all projects for invoicing.

 

Action

List

Select to view a list of invoice drafts.

 

Delete Selected:

Click to delete all selected draft invoices.

 

Finalize:

Click to finalize all selected invoices.

 

Print:

Click to print selected invoice drafts.

 

Finalize and Print:

Click to finalize the draft invoice, assign invoice number to it and print it.

 

Email Selected Draft Invoice:

Click to email the draft invoices selected on the grid to the project leader, principal or both. When you select an option, it opens the Email screen.

 

Clear Filter :

Click to reset the filter options.

 

Select/Deselect :

Select to designate listed draft invoices as ready to be finalized.

 

Button Panel

Help:

Opens the ArchiOffice Help in the Billing section.

 

Action:

 

Find:

Use this option to locate invoices matching specific criteria. The resulting Found Set displays in a List View.

 

Re-Find:

Select to return to the last Find criteria so you can modify the requests before executing the search.

 

List:

Select to view all the invoices in the Billing List View.

See Also