Invoicing Options

When configuring a project to be available for invoicing, you will need to define whether it is being invoiced as a stand-alone project or whether it participates in an Invoice Group.

The options in this section include:

• Invoice as Standalone Project
• • When designated as a Standalone Project, the project will appear on its own invoice.  The setup information will apply to this project only.
• Invoice as Lead Project
• • When designated as a Lead Project, the project will be included on an invoice that will have at least this project and may have other Contributor Projects as well.   This arrangement is considered an Invoice Group. The setup information defined on this project will apply to the invoice (for all projects included**).
• Invoice as Contributor Project
• • When designated as a Contributor Project, the project will be included on an invoice that will have this project and at least one other Lead Project.    This arrangement is considered an Invoice Group.  As a Contributor Project, much of the setup information** for the Invoice Group will be determined by the values configured on the Lead project's setup (and thus uneditable on the Contributor project setup tabs).

** When a project is designated as a Contributor Project, all fields on the Billing Invoice Setup tabs (except Invoicing Options, Order Number, Description and Memo) become disabled and have their values defaulted from the Lead Project’s Invoice settings.