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Create fees for project invoice proposal

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Posted on by 95

Hi everyone,

I'm not able to create fee after creating an invoice proposal, project list is empty! any idea?

"Fixed price project, I'm using on account transactions for the milestones instead of billing rules"

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  • Suggested answer
    Charlotte X Profile Picture
    Charlotte X on at
    RE: Create fees for project invoice proposal

    Hi Ali,

    How did you create an invoice proposal? The invoice proposals for projects with and without billing rules have different creation methods.

    The Project filter works only for time-and-material and milestone billing rules, because only these types of billing rules specify the project as part of the configuration. You can create an invoice proposal from the contract or the Project invoice proposals menu.

    Or you can try to create fee through a fee journal - create the fee transactions and then select them on the invoice proposal. This works fine, it creates fees lines. 

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