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This topic is part of the 'interim invoicing topics', which provides assistance for posting and finalising interim invoices.
Invoices can be posted in Time & Fees as interim or final. The difference between an interim invoice and a final invoice is how they affect the clients WIP in the Time Ledger.
How to post an Interim Invoice
The IRIS Fees Ledger displays.
Click on Enquiries and select Account details from the drop-down menu.
Type in the client you wish to invoice, for example, A001.
Click Billing.
The Client Billing Decision screen displays.
Select the Interim option.
Ensure that the date and reference of the invoice is as required.
In the Grid in the centre of the screen, enter the value of the invoice in the bill column next to the required job. For example, invoice £100 for Accounts work by typing 100 in the Accounts Row and Bill column.
Click Bill now.
Select the required Fees period (this will only appear if you have the relevant staff permissions when a period is in reconciliation).
There is a limit of 30 Interim invoices that can be posted to a client. Once this limit is reached if you post another interim it will automatically be posted as a final invoice and your interim invoices will automatically be finalised.
Introduction to Interim
invoicing
How to finalise Interim invoices