Invoice Lines
An invoice contains expenditure items and billing events grouped into invoice lines. In addition to the expenditure items and billing events which are present on an invoice line, there may be eligible and unbilled billing transactions for an invoice line.
When you perform the action to attach an eligible or unbilled billing transaction to an invoice line, it becomes part of the invoice line amount. Invoice lines consist of line details, eligible billing transactions, and unbilled billing transactions. Manage adjustments to invoice lines and billing transactions from the invoice lines region of an invoice.
Line Details
Line details are the billing transactions for expenditure items and billing events which are represented in the invoice amount.
The adjustment actions available in the line details vary depending on the invoice status. If you need to change an invoice line item, you can:
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Attach a transaction to a different invoice line. This updates the invoice line amount for the original invoice line and the invoice line you move the transaction to.
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Remove a transaction by making it nonbillable or placing it on hold. This moves the transaction to the unbilled transactions region of the invoice.
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Remove a transaction from the invoice and delete the invoice distribution.
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Recalculate a transaction if you made an adjustment to it after generating the invoice.
Eligible Billing Transactions
The eligible billing transactions on an invoice represent expenditure items and events that are partially invoiced for project tasks linked to the contract, and have at least one billing transaction. Depending on your adjustment action, transactions move to either the invoice line details or unbilled transactions from here.
The adjustment actions available for eligible billing transactions vary depending on the invoice status. If you need to adjust an eligible billing transaction, you can:
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Attach the billing transaction to an invoice line. This moves the billing transaction to the invoice line details and updates the invoice line amount.
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Remove a transaction by making it nonbillable or placing it on hold. This moves the transaction to the unbilled transactions region of the invoice.
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Remove a transaction from the invoice and delete the invoice distribution.
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Recalculate a transaction if you made an adjustment to it after generating the invoice.
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Manage the billing transactions for an expenditure item. Create a new billing transaction, delete a billing transaction, or mark it for invoicing or revenue recognition.
Unbilled Transactions
The unbilled transactions are expenditure items and events that can be invoiced for project tasks linked to the contract, but are completely uninvoiced. An item may be present in this region if was partially invoiced, but does not have a billing transaction for the contract tied to the invoice. This occurs for expenditure items that are partially billed for a different contract. Depending on your adjustment action, transactions move to either the invoice line details or eligible billing transactions.
The adjustment actions available for unbilled transactions vary depending on the invoice status. If you need to adjust an unbilled transaction, you can:
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Attach the billing transaction to an invoice line. This moves the billing transaction to the invoice line details and updates the invoice line amount. It also creates a billing transaction, invoice distribution, and links the invoice distribution to the invoice line.
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Remove a transaction by making it nonbillable or placing it on hold. This moves the transaction to the unbilled transactions region of the invoice.
-
Remove a transaction from the invoice and delete the invoice distribution.
-
Recalculate a transaction if you made an adjustment to it after generating the invoice.
-
Manage the billing transactions for an expenditure item. Create a new billing transaction, delete a billing transaction, or mark it for invoicing or revenue recognition.