Siebel Professional Services Automation Guide > Project Financials > End-User Procedures for Project Financials >

Adding Project Invoices

After end users have provided products and services (time and expenses) on a project, they need to create an invoice. Each invoice can store line items for time and expenses logged against a project.

To add an invoice to a project

  1. Navigate to the Projects screen.
  2. From the visibility filter, select the appropriate view.
  3. Drill down on the Name field hyperlink for a selected project record with which the invoice will be associated.
  4. Click the Invoices view tab.
  5. In the Invoices list, create a new record.
  6. Complete the necessary fields.

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