Create an Invoice Proposal | Scribe

    Create an Invoice Proposal

    • Andrea Jaroslawski |
    • 27 steps |
    • 2 minutes

    Update Billing Schedule

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    **Auto-Submit Invoices for Approval** must be selected on the Billing Schedule Header before creating an Invoice Proposal
    1
    - On the Project Record, navigate to the [[Financials]] tab - Click [[Contract/Billing]] subtab - Click [[...]] next to Billing Schedule name
    2
    - Under Actions, hover over [[Billing Schedule]] - Click [[Edit Schedule Header]]
    3
    - Select [[Auto-Submit Invoices for Approval]]
    4
    - Click [[OK]]
    5
    - Click [[Submit]]
    6
    - Click [[OK]]

    Create an Invoice Proposal

    7
    - In the Workday Search Bar, type [[Manage Project Billing Transactions]]
    8
    - Using the MPBT search criteria box, look up the project you are ready to create an invoice proposal for
    9
    - Select [[Project]] - Click [[Review]]
    - Select [[Project]] - Click [[Review]]
    10
    - Select all transactions marked [[Ready to Bill]]
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    - 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'*
    11
    - Click [[Create Invoice Proposal]]
    12
    - Click [[Refresh]]

    Submit Invoice Proposal

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    You will need to submit the invoice proposal for approval **BEFORE** printing.
    13
    - Click [[...]] next to CINV number
    14
    - Hover over [[Customer Invoice Proposal]] - Click [[Edit]]