Ideas for Acumatica

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project billing.. choose line item to bill on invoice

It would be extremely beneficial to choose the line items we want to include on an invoice.  For T & M projects, when we run project billing, it pulls on ALL billable lines that have not been previously billed on to the project invoice.  Often after review of invoice or with customer, there are some transactions that we won't invoice the customer for.  So we have to delete the lines off the invoice, but next time when we bill the customer on the same project, the lines we deleted off the invoice are listed on the new invoice.  We need the ability to change billable transactions on a project to "NON BILLABLE"   AND/OR... have the option to see all billable transactions on the project and choose which transactions we want to include on the invoice.



  • Eileen Pelletier
  • Jan 3 2019
  • Already exists
  • Attach files
  • Eileen Pelletier commented
    January 03, 2019 23:04

    Hi Douglas

    We are not currently using pro-forma invoice, but I guess we should look into the benefits of using one. 

    Thank you !


  • Douglas Johnson commented
    January 03, 2019 22:43

    @Eileen I believe this already exists. Within the project create a pro-forma invoice. On the Time and Material tab you can write-off, postpone, or bill line items. See image.