Project billing menu
A new Project billing task based menu has all the menu items for managing the Billing process.
Below are the project billing menu items added:
| Menu item | Description |
| My invoice proposal | This is a new menu item similar to the existing tile ‘My open invoice proposal’ from the project management and approval workspace. |
| Project contracts | Existing menu item pulled from project management and accounting module. |
| Invoice proposals | Renamed the existing menu item ‘Project invoice proposals’ from project management and accounting module and placed in this module. |
| Posted project invoices | Renamed the existing menu item ‘Project invoices’ from project management and accounting module and placed in this module. |
| Open invoices by project contract | Renamed the existing menu item ‘Contract open invoices’ from project management and accounting module and placed in this module. |
| Project invoices | Existing menu item pulled from project management and accounting module |
| Project invoice journals | Existing menu item pulled from project management and accounting module. |
| Customer retained payments | Existing menu item pulled from project management and accounting module |
| Create project invoice proposal | Existing menu item pulled from project management and accounting module. |
| Create project invoice proposal with billing rules | Existing menu item pulled from project management and accounting module |
| Post project invoice proposals | Existing menu item pulled from project management and accounting module. |
| Open invoices snapshot | Renamed the existing menu item ‘Invoice aging snapshot’ from project management and accounting module and placed in this module |
| Billing parameters | New form where all the billing related parameters are pulled in. Refer below section for more details. |
| Billing workflows | New form where only billing related workflows will be displayed. Refer below section for more details |
| Project invoicing group | Existing menu item pulled from project management and accounting module. |
| Aging period definitions | Existing menu item pulled from project management and accounting module. |
| Forms setup | Existing menu item pulled from project management and accounting module. |
| Document types | Existing menu item pulled from project management and accounting module. |
| Organization email templates | Existing menu item pulled from project management and accounting module. |
| Customer payment retention terms | Existing menu item pulled from project management and accounting module. |
| Method of payment | Existing menu item pulled from project management and accounting module. |
| Terms of payment | Existing menu item pulled from project management and accounting module. |
Billing parameters form
In the billing parameters form, we have added all the existing invoice related fields including projects360 and standard fields for easier access to the user.
General tab
Emailing tab
Archive tab
Adjustments tab
Accounts recievable tab
Billing workflow form
In the billing off workflow form, we have added existing invoice related workflow.
