How do I project which Purchase Orders will be paid this month?

Use the Invoices tab to project which Purchase Orders will be paid.  The name of the tab is misleading because it does not create an actual invoice.  Instead the Invoice tab is a useful tool to help you project which Purchase Orders you can expect to be paid for in a given month.  You can save an invoice in a list with other invoices, and organize them by project or date.

Here are the steps to Run an Invoice:

1. Go to the Invoices Tab.
2. Select the Builder from the pull-down list.
3. Select Run an Invoice located on the Unpaid tab.
4. Select a Project from the pull-down list.
5. Select the Include checkbox for each approved PO to be included in the invoice.
6. Select the Run Invoice button
7. Use the text field to enter your Invoice Number. The previous invoice number (if any exists) is displayed to the right of the test field.
8. The Due Date auto populates but you can modify by typing in the text field or using the Calendar link
9. Select the Save button

This video will illustrate how to run an invoice.