tologo Invoicing policy of client

Top  Previous  Next

Invoicing policy settings determine when TO3000, Version 9.0 alerts user to invoice a client job. According to these settings TO3000, Version 9.0 will assign one of the following statuses to uninvoiced client jobs: Not ready for invoicing or Ready for invoicing, following by comment, depending on the current Invoicing policy settings, for example, "Total reached".

These statuses can be viewed on the Client Jobs tab of Project window, Client Jobs tab of Client window and Client Jobs window.

invoicing_policy_result

By default invoicing policy for all the clients states that client jobs must be invoiced immediately after client job has been completed.

Invoicing policy can prompt you to invoice client jobs once their total has reached certain amount.

Select Wait for accrual check box, to enable time limit within which invoice must be created whether required total has been reached or not. This will make all client jobs display as "ready for invoicing" if specified amount of time has passes since their completion.

To configure your invoicing policy regarding certain client, click Invoicing Policy button in this Client's profile

_bm3 Note: If Invoicing policy is set to Immediately after completing job, then Not ready for invoicing or Ready for invoicing, message will not be displayed.