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If you are part billing the client the number of Units is calculated based on the billing method used. For example, if you have 50 Units and you are billing 50 percent of the CE, the Invoice will contain 25 Units.

Below are steps to show you how to part bill a CE with Units. 

Step-by-step guide

  1. With your CE open, click the Shortcut Menu button and select Invoice.

  2. On the Create Invoice dialog, click on the drop down arrow on the first field, and select from the list of billing options. 

    By default, new Tax Invoices are created with billing option F – Bill the Full / Outstanding Value of the Cost Estimate.  

  3. Enter the Customer’s purchase order number, if one was provided, in the Order No field.
  4. Click the Calendar button on the Date field and select the required date, or accept the current date. 

  5. The Create as Draft checkbox allows you to create the Invoice in Draft or Issued status. 

    If checked the Invoice will be created in Draft status and can be edited. If unchecked, the Invoice will be created in Issued status.
  6. Click the Create button.

    The Invoice will be created in Draft and the number of Units is updated as per the billing method used. 

    The number of units billed will be visible when printing an Invoice with units. 

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