How to post interim invoices?
Article ID
ias-6927
Article Name
How to post interim invoices?
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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