Progressus Software

Next-Generation Professional Services Automation
Architected for the Microsoft Cloud

Ability to invoice tasks on separate invoices. Also allow ability to identify a customer for invoice a task

Add a check box to split the invoicing by task. If the box is checked, when the create invoice process is run, each task would be generated to its own invoice.

Add a task 'invoice group' field. If the group ID is the same on 2 task lines, those two tasks would be included on the same invoice.

Also add the ability to enter a customer on a task line and then the invoice would bill that customer rather than the customer on the project

  • Kim Bateson
  • Feb 15 2019
Business Impact

It is common to require that a task be invoiced separately from another task. There are a variety of reasons such as collectability of the funds, the need to invoice different customers for a task.

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