"Not Invoiced" Amounts for Fixed Bid Projects

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  • Updated 1 year ago
  • Answered
  • (Edited)
On the Billing Page>Billing Summary Tab: I'm seeing "Not Invoiced" amounts for Fixed Bid projects. What is the best report to use to show these amounts, "Not Invoiced" by month?
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House, Nicole J

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Posted 1 year ago

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Aashnee Kamboj, Community Moderator

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Hi Nicole,

Thank you for using the Replicon Community!

On the Billing Page - Billing Summary Tab, please perform the following actions and let us know if that resolves your issue. If not, we can look through different reports that can give you this information:

- Go to the Billing Page - billing summary tab and click on the gear icon available on the top right hand corner.



- On the pop up that appears check the fixed bid option under the Not Invoiced Section and click on Set Table Settings



You will not be able to view the not invoiced amount for all the Fixed Bid Projects.

Thanks,
Aashnee
Photo of House, Nicole J

House, Nicole J

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Hi Aashnee, thank you for your reply. I confirmed that the Table Settings are set as you have shown above. My question is more related to the reporting of this information. What is the best report to use to pull these same figures onto a report? I would like to see the amount Not Invoiced broken out by Project, rather than Client.
(Edited)
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Aashnee Kamboj, Community Moderator

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Hi Nicole,

Thank you for the clarification.

We can suggest you to use the Project Template in reporting.

Go to Report and click on "+New Report"
Choose Category as Project and type as Project Template

You can include the Not-Invoiced fields here and run the report against project.

Thanks,
Aashnee
Photo of House, Nicole J

House, Nicole J

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Thank you, this works.