How to generate an invoice | InLoox PM 8

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InLoox PM 8 enables to create, send, and follow up project-oriented offers and invoices. Also, ongoing Billing is possible based on project time tracking. Automatic billing numeration avoids forgetting any expenses or charging them twice.

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Generate an invoice

  1. Open an existing project with the budget.

    For more information on how to create a budget, see Create and edit a budget.

  2. In the project, on the Start tab, in the Section group, click Budgets.
  3. Choose a budget from the budget list, to which you want to generate a bill (actual revenue).
  4. On the Edit tab, in the Action group click Generate Actual Revenue.
    Alternativly you can generate a bill from the context menu via Generate Acutal Revenue. Right-click in the budget list to open the context menu and choose Generate Actual Revenue
  5. Choose from the drop-down list between All Positions and Selected Positions.
  6. The actual revenue is generated together with the positions of the budget document you have chosen.

Issue a report for the budget

Issue a report to each budget document and send it as a document via email.

  1. On the Budget page, in the budget list, choose a budget, to which you want to issue a report.
  2. Click the Reports tab.
  3. Do one of the following:
    • In the Create Reports group click Create Report, in the New Report dialog box, in the Report tab choose a template from the Use this template drop-down list. Filter the data you wish in the Budgets tab and then click Create.

      For more information on how to issue a report and adjust the data, see Create a report.

    • In the Reports group choose a report you want from the gallery view, e.g. Offer. In the Print Options dialog box choose the output format, e.g. Excel, PDF or Word document. Click Start.
      Such report templates as Expenses / Revenues, Budget overview or Transaction list are included into the standard delivery.

      For more information on how to add new budget template to the InLoox PM system, see Manage report templates.