The Project Invoicing page provides a complete view of a project’s billing and payment information. It brings together estimates, invoices, and payments into a single workspace, allowing you to review all financial activity related to a project.
You can access this page by selecting a customer name / project name from the Invoice table.
Alternative Access Routes
The Project Invoicing page can also be accessed through the following routes:
Estimates > Client & Project Name > Invoicing Tab
Job Costing > Customer Name > Invoicing Tab
Page Structure
Project invoicing page showing all financial sections in a single view
The Project Invoicing page is organized into several sections, each representing a different part of the project’s financial data.
These sections are displayed in a top-to-bottom layout:
Project Summary
Approved and Unapproved Line Items
Unpaid / Partial Paid Invoices
Paid Invoices
Payments
Each section provides a different level of detail about the project.
Project Summary
Top section displaying project details and financial totals
At the top of the page, you’ll find a summary of the project.
This section includes:
Customer and project information
Project status
Key financial values such as
Total Project
Signed Proposal
Change Orders
Manual Invoices
Amount Paid
Remaining Balance
Amount Due
Amount Overdue
It provides a quick snapshot of the project’s current financial position.
Approved and Unapproved Line Items
Section displaying approved line items and change order details
This section displays the financial foundation of the project.
It includes:
The approved line items of the estimate are in the section "Approved Line Items"
Any change orders applied to the project
Any approved change order will be visible in "Approved Line Items" with the following details:
Date added
Line item name
Status
Document number
Price
Any change order in draft and yet not approved will be visible in "Unapproved Line Items" with the following details:
Date added
Line item name
Status (draft)
Document number
Price
Unpaid / Partial Paid Invoices
Active invoices showing status, amounts, and balances
This section displays all pending and partially paid invoices, giving you a quick snapshot of every account with an outstanding balance. The user can also record payments, add invoices, edit invoices, and send them to the client.
Each row represents an invoice from the project’s payment schedule and includes:
Invoice name
Invoice sent status (Sent, Viewed, & Not sent)
Invoice number
Status (Not Due, Due, & Overdue)
Amount of the invoice
Percentage of the total project amount
Invoice date and due date
Amount paid
Date paid
Remaining balance
Action
View / Send Invoice
View / Send Receipt
View / Edit Payment(s)
This section reflects the current billing status for the project.
Paid Invoices
Completed invoices with payment details
The Paid Invoices section displays invoices that have been fully paid.
For each invoice, you can see:
Invoice name
Invoice sent status (Sent, Viewed, & Not sent)
Invoice number
Status (Not Due, Due, & Overdue)
Amount of the invoice
Percentage of the total project amount
Invoice date and due date
Amount paid
Date paid
Remaining balance
Action
Send Invoice
View / Send Receipt
View / Edit Payment(s)
Payments
Transaction history of all payments linked to invoices
The Payments section shows all recorded transactions for the project against the invoices. A single invoice can have multiple payments. It includes:
Date paid
Amount paid
Payment method
Payment number (#)
Receipt status
Multiple columns with invoice numbers
Number of columns based on the invoices generated in the project
It is useful to understand how much of the received amount was allocated to which invoice
Action
View / Edit Payment(s)
View Allocation of Payment
View / Send Receipt
Delete Payment
This section acts as a complete history of all payments related to the project.