Setup manual invoicing

CONSIDERATIONS FOR MANUAL INVOICING

• The manual invoicing action opens an invoicing wizard on a project for a user to generate three types of invoices,
  • Fixed Amount Invoice – The system will generate an invoice with a single line for the Invoice Amount that is entered.
  • Time Entries/Billing Events – The system will generate an invoice based on the start and end date that a user has selected.
  • Expenses Only – The system will generate an expense only invoice based on the start and end date that a user has selected.
  • Blank Invoice – The will generate a blank invoice with only the invoice header.

ADD THE MANUAL INVOICING LIGHTNING ACTION

1. From the Setup menu navigate to Object Manager > Projects.
2. On the Object’s detail page click Page Layouts.
3. Select the Page Layout that supports the Project Type (record type) that will allow a user to generate a manual invoice.
4. On the Page Layout add the Manual Invoicing action from the Mobile & Lightning Actions in the field picker.
   
   
   
5. Click Save.