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If you create a new invoice in PSA and the order/contract has time entries approved but not yet invoiced then PSA will add all of them to that invoice. But if you then only want to bill some of those time entries now you go into the detail and delete the ones you want to invoice later.
All good so far, except then PSA takes those deleted items as negative sales amounts which is not good.
Can anyone explain why it does this and how to get around it? The only workaround we can find so far is to create a separate invoice and manually enter lines for those hours we do want to bill but this results in the original contract still showing those hours as unbilled.
For sure, this is what the invoice details look like.
Obviously I can't do a complete screen shot, this is live data. But you can see that the invoice in question has 8 line items, a mix of Fixed Price and T&M, of which one Fixed Price line is showing previously invoiced amounts but the others are not. For the T&M lines there is actually unbilled time that we do not want to invoice yet so the process we followed was:
At the end of these 3 steps we have the invoice lines we want but the Total Amount is as shown.
Does this help explain?
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