For Fixed and Time & Material projects, you can create invoices using Create Project Invoices (see: How to create Project Invoices, Sales Invoices (see: Direct Invoicing - Sales Invoice page or Invoice Suggestion, and for Percent Complete, you can create invoices using the Percent Complete Billing page (see: Percent Complete).Īs budgets are created for these tasks on projects, you will see amounts increment in in the Total Budget Cost (LCY) field of the Project sub-form. In the Project Card you can set the invoicing type for Resources, Items, or Expenses to invoice using Fixed, Time & Material or Percent Complete. In the Project Plan > Project Subform tab, you have the option of creating tasks with a Contract Type of either Fixed or T&M (and a project can be mixed - some tasks as Fixed and some tasks as T&M. Options include Fixed Price, T&M (Time & Materials) and Percent Complete. You can define billing methods for each project, or even at the task level. There are many ways that customers can set up billing options with Progressus. Video: Project Card Bill-to & Sell-to Functionality in Progressus Advanced Projects Billing Method Options Sell-To, Bill-to and Ship-to Addressesįor information on the Project Card Bill-to defaults and where they are used, see: You can also include a receipt number for easy tracking.If you select Billable in the Project Line Type field on the purchase documents for project-related purchases, the system creates project transaction lines that are ready to be invoiced to the customer. Also, make sure it includes key information such as who is issuing the receipt, the date of the transaction, items sold, amount paid and by whom, and the customer’s signature. When choosing a receipt design, consider customization options so it’s unique to your business and harder for someone to replicate with a fraudulent receipt. They can also help reduce employee fraud and theft, and can be used to settle disputes between sellers and customers. Whether digital or paper, receipts help sellers keep track of transactions, providing a detailed record of items sold. Paper receipts can also be helpful when returning an item, especially if the item was a gift and requires a gift receipt. You’ll have to remember to check a digital receipt later, which requires sorting through email messages to find and save the receipt. When customers get a paper receipt at the time of a transaction, they can check to make sure the amounts are accurate. Having hardcopies of receipts can be important when filing taxes or being audited. But there are benefits to printed receipts as well. Many businesses offer the option of receiving a digital (versus paper) receipt, which is great for convenience and customer satisfaction. Managing Work Collections of actionable tips, guides, and templates to help improve the way you work.Solution Center Move faster with templates, integrations, and more.Events Explore upcoming events and webinars.Content Center Get actionable news, articles, reports, and release notes.Partners Find a partner or join our award-winning program.Professional Services Get expert help to deliver end-to-end business solutions.Technical Support Get expert coaching, deep technical support and guidance.Help Center Get answers to common questions or open up a support case.Smartsheet University Access eLearning, Instructor-led training, and certification.
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