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Invoicing

FAQ - Can I bulk print multiple invoices at once?
Yes. The Invoice Status report can be run to show detail with page breaks.  You can then use "Print Friendly" and print the entire web page as a pd...
Thu, 7 Jun, 2018 at 1:17 PM
FAQ - Can I create a $0 invoice?
Yes.  When adding an invoice you can check the box to "Include projects without unbilled data" and then select the project on the subsequent screen...
Thu, 7 Jun, 2018 at 1:16 PM
FAQ - Can I invoice all projects for one customer on one invoice?
In Admin > Setup > Accounting > Invoice Formats, choose to group by project and then select Show Project Code in the Project/Task Display Controls s...
Thu, 7 Jun, 2018 at 1:16 PM
FAQ - Can I invoice by person?
Yes - there are two ways to do this depending on your requirements. Click here to go to the Knowledge Center for the full article.
Thu, 7 Jun, 2018 at 1:15 PM
FAQ - Can I invoice in the middle of my timesheet period?
If this is for T&M or CP contracts, you may use a custom time period to cut off the time period and approve any time that needs to be included in the bil...
Thu, 7 Jun, 2018 at 1:14 PM
FAQ - Can Project Managers approve invoices before they're sent out?
Yes, you can have PM's approve invoices. Click here to go to the Knowledge Center for the full article.
Thu, 7 Jun, 2018 at 1:14 PM
FAQ - How can I attach a signature to an invoice as an image file?
Some companies need to attach a signature to an invoice or include other text information (such as Tax ID, DUNS #, bank and routing information) to a custome...
Thu, 7 Jun, 2018 at 1:13 PM
FAQ - How can I set up my projects to include multiple projects on one invoice?
Unanet allows invoicing multiple projects on one invoice. This may satisfy the requirement to "bill by customer".  Each project billed out of Unan...
Thu, 7 Jun, 2018 at 1:11 PM
FAQ - How do I display the contributor project on the invoice?
In Admin > Setup > Accounting > Invoice Formats, choose to group by project and then select Show Project Code in the Project/Task Display Controls s...
Thu, 7 Jun, 2018 at 1:10 PM
FAQ - What does "Invoice Bill To Address is not valid for this project's organization hierarchy" mean?
This relates to your setting for Address in the  Project Profile - left menu Billing - Invoice Setup - Contacts tab  Click here to go to the Knowledge Cen...
Thu, 7 Jun, 2018 at 1:01 PM