How to post interim invoices?

Article ID

ias-6927

Article Name

Created Date

30th September 2008

Product

IRIS Time and Fees

Problem

How to post interim invoices?

Resolution

Contents

Introduction

Background to interim invoices

How to post an interim invoice Introduction This knowledge base article is part of the ‘interim invoicing articles’, which provides assistance for posting and finalising interim invoices: KB IAS-7152 : Introduction to Interim Invoicing KB IAS-6344 : Example of using interim invoicing KB IAS-6928 : How to finalise interim invoices This article will include a background to interim invoices and provide a step by step guide to posting an interim invoice Background to 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 Interim invoices can be posted in the Fees Ledger:

From the IRIS main menu, Log on to the Fees Ledger.

The IRIS Fees Ledger will be displayed. Click on Enquiries and then select Client Summary from the drop down menu.

Type in the client you wish to invoice. For example, A001.

Click on the billing button.

The Client Billing Decision screen will be displayed. Place a tick next to Interim

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 on the bill now button.

Select the required Fees period (This will only appear if you have the relevant staff permissions when a period is in reconciliation) Tip: 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.

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