Creating an Invoice

1. Go to Invoices > Invoices.

The Invoices tab opens with a list of all previously generated invoices.

2. To review the results of a particular invoice process, or for invoices that require approvals, select the applicable result, and then double-click to open the invoice process in its own Invoices Details tab.

3. If the invoice has not been approved, you can review the results on the page and remove any lines that should not be approved. After the results have been reviewed, you can then approve the invoice, which in turn locks the underlying data from future edits. After you have reviewed or approved the export, click OK or Apply to save your changes and exit the page. If you want to cancel your changes, click Cancel.

1. To initiate a request to generate one or more invoices, click the Create Process icon located on the ribbon menu

The Invoices Criteria tab opens with the General tab selected. This tab lets you set the invoice parameters that control the scope of data that will be processed by the invoice process.

2. Use the Project tab to limit the process scope to one or more jobs; if only one job selected, you can use the Limit Scope To section to further the generation of the invoice(s) to specific WBS or Pay Items

3. Use the Process tab to limit scope of the invoice generation to only specific LEMs (for example, only Approved but un-invoiced LEMs to be included)

4. Click the Submit icon located on the ribbon menu when you are done setting the parameters and want to initiate the invoice process.

5. To check on the progress of your request, use the Process Status page (Processes > Process Status).

To view your new request on the Invoices tab, click the Refresh icon located on the ribbon menu.