There are three options available to bill a project with a billing schedule.
Option 1: From the PostProduction application
Apps > PostProduction
This application, for a given month, will offer to bill projects if a schedule has been entered at the purchase order level for the selected month.
You have two methods to generate an invoice in the PostProduction application:
Generate an invoice individually by clicking the "Invoice" button
Generate invoices in bulk by clicking the "Invoice" icon
Each invoice generated via this App is automatically switched to the "Proforma" stage, meaning without an invoice reference, so you can validate them from the Billing module.
If the button is grayed out, either:
You are missing a purchase order
An invoice has already been issued during the month under review
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Option 2: From the Billing module
From the Billing module, you can identify invoices with a billing schedule that have not been generated.
Billing > Schedule menu
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 the "Create Invoice" button
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Option 3: From the relevant project order
Projects > Project card > Billing tab > click on the relevant order
Click the "+" button then choose "Invoice"
Select the schedule you want to bill in the tooltip that appears
Click the "Create" button
Check the information automatically retrieved on the invoice card displayed on the screen (period, ET rate, quantity, expenses, VAT...) and complete any missing information
Click the "Save" button
View the invoice in PDF format and/or send it directly by email to your client