Create an Invoice Proposal | Scribe

    Create an Invoice Proposal

    • Andrea Jaroslawski |
    • 0 step |
    • 2 minutes

    Update Billing Schedule

    **Auto-Submit Invoices for Approval** must be selected on the Billing Schedule Header before creating an Invoice Proposal
    - On the Project Record, navigate to the [[Financials]] tab - Click [[Contract/Billing]] subtab - Click [[...]] next to Billing Schedule name
    - Under Actions, hover over [[Billing Schedule]] - Click [[Edit Schedule Header]]
    - Select [[Auto-Submit Invoices for Approval]]
    - Click [[OK]]
    - Click [[Submit]]
    - Click [[OK]]

    Create an Invoice Proposal

    - In the Workday Search Bar, type [[Manage Project Billing Transactions]]
    - Using the MPBT search criteria box, look up the project you are ready to create an invoice proposal for
    - Select [[Project]] - Click [[Review]]
    - Select all transactions marked [[Ready to Bill]]
    - To expedite the process, click [[Billing Status]] on the header to create a [[Filter]] - Select [[Ready to Bill]] - Checkmark the top box to *'select all'*
    - Click [[Create Invoice Proposal]]
    - Click [[Refresh]]

    Submit Invoice Proposal

    You will need to submit the invoice proposal for approval **BEFORE** printing.
    - Click [[...]] next to CINV number
    - Hover over [[Customer Invoice Proposal]] - Click [[Edit]]
    This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe