ACTION
Add all Invoices
NOTE
Invoices pulls from Projects WBSs / Work Packages and Tracking
Both Global or Project level add/edit/view of Invoices
Drives Margin in the Project Dashboard estimated margin pulling from Work Breakdown and Work Packages are updated with actual margin updated with issued invoices and receipted payments
How to navigate to Project/Global Invoice Index
Navigate to Project Invoice Index
Select ‘Project’ from the blue menu bar on the Left of the screen.
View desired Project and Navigate to ‘Finance’ tab from white horizontal submenu
Select Invoices from the submenu under the Finance tab
OR Navigate to Global Invoices index
Select ‘Finance’ from the blue menu bar on the Left of the screen.
Navigate to ‘Invoices’ tab from white horizontal submenu
How to create Draft Invoice
Navigate to Project/Global Invoices Index
Select ‘+Create Invoice’ in Project/Global Finance>Invoices Index
Select Office, Project and PO Number
Select Approved Costs to be added to the Invoice (Resources, Costs, Expenses) and/or add a line item for a particular section
Select ‘Save Invoice’
‘Project’ is auto populated if creating via Project Invoices index
Invoice now saved in Project & Global index as ‘draft’ status
Invoices can be filtered by status or through advanced search selected
How to submit Invoice
Navigate to Project/Global Invoices Index
Click the 3 dots on right side of screen, against the required Draft Invoice
Click ‘View’
Before submitting the invoice review the details on the invoice and edit if required
Send Invoice from Proteus if recipient email address is available in Proteus and invoice submission via email is allowed as per client instructions
Once send via Proteus, the status will automatically be marked as sent
Users can also download the invoice from Proteus and submit to the client in another way and mark invoice as sent manually
How to PDF Invoice
Navigate to Project/Global Invoices Index
Click the 3 dots on right side of screen, against the required invoice
Click ‘Download’
How to mark as fully/partially Paid
Navigate to Project/Global Invoices Index
Select the invoice you want to mark as paid
Click ‘Mark paid’
If not paid in full, change the amount received
Select ‘Mark paid’
‘Date’ auto populates as today but can be amended
Status in Project & Global Outgoing PO index, now updated to ‘Fully Received’ or ‘Partially Received’ until full amount received