• Proposed Invoices
• Creating a Proposed invoice
• Changing proposed invoices to Interim or Final invoices:

Proposed Invoices

You can create proposed invoices in the Billings from WIP dialog. Proposed invoices are normally created for review and approval purposes only. Once approved, a proposed invoice can be changed to an interim or final invoice.

The functionality of proposed invoices is as follows:

• Identified as type "P".
• Not displayed in the browse section of the Billings from WIP dialog nor in the work in process reports.
• Not posted to the work in process or Accounts Receivable. It does not affect work in process balances.
• Created to be reviewed only. Can be converted to an Interim or Final invoice. Once converted, then entries are posted to the receivables database.
• Only the invoice amount and tax amounts, if applicable, can be entered. All other options in the dialog available to other invoice types are grayed out. Once the proposed invoice is changed to an Interim or Final invoice all those options become available.
• Can be printed or previewed using only the basic CaseView invoice.
• Can be selected as the default from the Company Profile | Billings tab.
• A new invoice journal document with its Type set to "Proposed" can be set up.
• When moving to the next period, a warning message is displayed notifying the user that proposed invoices exist. The user can delete the proposed invoices or carry them forward to the next processing period.