Instructions for creating a contract invoice.

1. On the navigation toolbar, select (Create).
2. From the Contract list, select the contract that the contract invoice is for.
   Note: If you don't have the Can Access Contract Invoices for All Companies permission, the list only displays the contracts with your company in the To Company field.
3. If autonumbering is off, enter the record number.
4. In the Invoice Date field, enter or select a date.
5. From the Period list, select the cost period.
6. Select Create.
7. In the Information panel, enter the record details.
   • To change the status, select an option from the list.

     

   • To add an assignment, select Add in the Assigned To section, select the name, and then set a due date.
   • To add a courtesy copy, select Add in the Courtesy Copies section, and then select the name.
8. In the Detailed Items grid, add the SCOs, and enter the lump sum or unit price payments.
9. On the Comments tab, enter a comment, select (Links) to link items, and then select (Send).
10. On the Contact Information tab, enter the company and contact information.
    • To search for or create a company, select (Search) in the company field.
    • To add a contact, select the contact field, and then select or invite a contact.
11. To link an item to the contract invoice, select (Links), select (Add), and then select the item type.
12. Save as follows:
    • To save the changes and keep the contract invoice open, select (Save).

    • To save the changes and close the contract invoice, select

      (Save).