The Finance tab is composed of two sub-tabs where you can select the task's payment terms, set the dates when the task's invoice will be created and review the ready invoice, the task's payment status and the exchange rate between the base system currency and the currency used in the client's price profile for this task.
The Finance Sub-Tabs
Invoice - Task - Project
In the Invoice tab, you can decide if a task should be considered for invoicing when it is finished. If you decide to invoice the task, you can select to use the default payment and invoicing information defined in the client's Payment Terms tab or enter new information specifically for this task. What is more, this tab also records the important payment and invoicing information of this specific task: the task's invoice dates, payment status and payment date can be viewed here.
Currency - Task - Project
In the Currency tab, you can review the exchange rate between the base system currency and the currency used in the client's price profile for this task. If you have changed the exchange rate in Configuration, you can mark the date here, as well.
