Identify invoices not generated for Time & Materials (T&M) projects and Fixed Price projects.
⠀
Identify invoices not generated for Time & Materials (T&M) projects
Two methods are possible.
From the Billing module
Billing > Monthly view
Filter the "Order State" on "In progress" to display only orders to be processed
Select the relevant month
The "Invoice" column indicates for each order how many invoices have been generated
The comparison between the columns "Production Turnover (ET)" and "Turnover charged" allows you to quickly identify if the production reported in time and expenses / rebilled purchases is consistent with the turnover charged
Each negative ET delta shown in red on the screen may indicate that the corresponding invoice(s) have not been generated
Click on the "Create Invoice" button
IMPORTANT!
If you have several orders on the same project, make sure you have correctly set the state of processed orders to "Archived". Thus, from the Billing module with the Monthly view, by filtering on the "Order State" "In progress", you can focus only on orders to be processed!
Prerequisite:
It is possible to generate invoices only for deliveries correlated with orders. If the "Generate Invoices" button does not appear, it means that no delivery is correlated with the project order or that an invoice has already been issued during the month under review.
From the PostProduction application
Apps > PostProduction
This App allows you to identify Production Turnover and Turnover charged month by month
To study only your T&M projects, be sure to set the "Type" filter to "T&M"
You have two methods to generate your invoices:
Individually generate invoices by clicking the "Generate Invoices" button
Bulk generate invoices by clicking the "Generate Invoices" icon
Each invoice generated via this App is automatically switched to the "Proforma" state so as not to generate an invoice reference AND so you can validate them from the "Billing" module.
Prerequisite
It is only possible to generate invoices for deliveries correlated with a purchase order. If the invoice generation button does not appear for a given project, it means that the project's delivery(ies) are not correlated with a purchase order or that an invoice has already been issued during the month under review.
If you want to learn more about this App, refer to this online help: PostProduction.
Identify invoices not generated for Fixed Price projects
Identify invoices with a billing schedule that have not been generated.
Billing > Schedules view
Set the "Order State" filter to "In progress" to display only orders to be processed
The "Invoice" column indicates for each order how many invoices have been generated
Each negative ET delta shown in red on the screen indicates that the corresponding invoice has not been generated
Click on the "Create Invoice" button
IMPORTANT!
If you have several orders on the same project, make sure you have correctly switched the state of processed orders to "Archived". Thus, from the Billing module with the "Schedule Billing" filter and Order State on "In progress", you can focus only on orders to be processed!