Siebel Professional Services Automation Guide > 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 Show drop-down list, select the appropriate view.
  3. In the Projects list, select the project with which the invoice will be associated.
  4. Click the Invoices view tab.
  5. In the Invoices list, add a new record.
  6. Complete the necessary fields.

 Siebel Professional Services Automation Guide 
 Published: 18 April 2003