Invoice > Create a Partial Invoice

In WorkBook an invoice is created via the jobs module. The invoice type partial invoice is most commonly used when invoicing time and expenditures on jobs. In order to create a partial invoice, job expenditures need to be financially posted first.

Often financial teams will be involved in partial invoicing, as this invoice type recognizes revenue directly via the invoice. Once a partial invoice is posted, job expenditures are posted straight to the general ledger, reducing work in progress (WIP) accounts.

Do not create partial invoices, unless it is part of your agency’s process.

ON THIS PAGE YOU WILL FIND:

ON THIS PAGE YOU WILL FIND:
1 CREATE A PARTIAL INVOICE 2 ADD ITEMS FOR INVOICING 3 AMEND LINE ITEMS 4 AMEND PHASES 5 ADD INTRODUCTORY OR FINAL COMMENT TEXT

CREATE A PARTIAL INVOICE

In the jobs list > select the job
Click the invoice icon

Click create new button
In the create new invoice pop-up box:
- Select invoice type: partial invoice
- Insert correct invoice date
- In copy data from select nothing
Click ok

If there is an existing invoice on the job, you can create a new invoice by clicking on the ‘burger’ menu (3-line menu), selecting ‘Create new invoice’ and following the steps as usual.

In this example we have chosen to create a ‘partial invoice’ and to ‘copy from nothing’. If you wish to create a different type of invoice or create an invoice from any other means, please refer to the specific articles.

ADD ITEMS FOR INVOICING

Go to the partial invoice tab > click the select all button

If there are entries/line items that you do not want to include in this invoice, uncheck the settle box

Once you have selected the items to be included on your invoice:

Click the approve records button.
The lines where you unchecked the settle box are now removed.

Click the transfer selected lines to invoice lines button

From the pop-up window, choose your preferred method
Click OK

AMEND LINE ITEMS

In the lines tab, check how the invoice line items are presented
Amend the activity description field (if applicable)

AMEND PHASES

Go to the phases tab
If required, amend phase name and/or description text

ADD INTRODUCTORY OR FINAL COMMENT TEXT

You can add introductory notes or final comment text to your invoice via the header tab
Additional client information can also be added here, including Client PO title and number, account number and GLN location no.

Follow the usual process to submit for approval, print (if required), and finalize the partial invoice.

Deltek WorkBook