For a description of the three left-hand panels, click here: Main Data - Project .
|In the Invoice tab, you can decide if a job should be considered for invoicing when it is finished. If you decide to invoice the job, you can select to use the default payment and invoicing information defined in the vendor's Payment Terms tab or enter new information specifically for this job. What is more, this tab also records the important payment and invoicing information of this specific job: the job's invoice dates, payment status and payment date can be viewed here.|
The ability to create an invoice for this job after it is finished.
The default payment terms and the invoicing date method defined in the specific vendor's Payment Terms tab to be used when creating the invoice
To unlock the fields, first deselect the Use Default tickbox.
|Invoice Expected Date|
The estimated date when the invoice for the vendor will likely be created.
Manually enter the expected invoice date in the appropriate date format set in System Configuration or click and select from the calendar.
The payment requirements for this invoice. For example, you are to pay the vendor invoice in installments instead of a single, full payment.
Click on the drop-down list and select an item.
|Expected Payment Date|
The date when your company is likely to pay this invoice in full.
The date is determined by the payment terms item you selected. For example, you have a job which requires a vendor invoice. For this invoice you selected a payment terms item which consists of one full charge. Whenever you select this payment terms item for a vendor's invoice, your company is expected to pay the entire invoice one month and 10 days after the job's deadline. The deadline for this job is 15 May. Therefore, the Expected Payment Date is 25 June.
The consumption tax rate to be applied to the vendor's charges.
Click on the drop-down list and select a VAT rate.
To create a VAT rate, go to Configuration > System Values > Tax Rates.
The current payment state of this job's invoice.
This field cannot be manually modified.
The below fields appear only after an invoice is sent.
|Invoice Internal Number|
The number assigned to this invoice for internal use.
When you create an invoice for this job, you can access both the invoice's Display in XTRF and a printable preview of the actual invoice to be sent to the vendor.
The number assigned to the invoice, if applicable.
The issue date included on the actual final invoice sent to the vendor.
You cannot manually modify this field. The system automatically enters the issue date when the invoice is created. .
|Invoice Payment Date|
The actual date when you paid the invoice in full.
|Click to modify.|
|Click to apply the modifications.|
|Click to terminate the modification process.|
|Click to return to this job's task.|