Phase Invoicing Template

Posted 8 months ago by Ernie Chen

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Ernie Chen

Currently Invoicing by tasks allows the following fields:


  • Agreed Value
  • % Invoiced to date
  • $Claimed to date
  • Value Claimed to date
  • Balance Remaining

See of example attached template.

It will be very useful if we can extend these to phases to allow us to give our clients a summary of progress claim rather than every single detailed line.

It will also be good if we can have a totals for each of the above bullet points for tasks and phases template, ie at the bottom of the table in the attached template in bold.

On a slightly unrelated note, can we please put a bit of pressure on Ezzybills to enable invoices to be sent and matched against PO, I spoke to a WG rep the other day and understand this has been requested.


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