How to post interim invoices?
Article ID
ias-6927
Article Name
How to post interim invoices?
Created Date
30th September 2008
Product
IRIS Time and Fees
Problem
How to post interim invoices?
Resolution
Contents
- Introduction
- Background to interim invoices
- How to post an interim invoice
Introduction
This knowledge base article is part of the ‘interim invoicing articles’, which provides assistance for posting and finalising interim invoices:
KB IAS-7152 : Introduction to Interim Invoicing
KB IAS-6344 : Example of using interim invoicing
KB IAS-6928 : How to finalise interim invoices
This article will include a background to interim invoices and provide a step by step guide to posting an interim invoice
Background to Interim Invoices
Invoices can be posted in Time & Fees as interim or final. The difference between an interim invoice and a final invoice is how they affect the clients WIP in the Time Ledger.
How to post an Interim Invoice
Interim invoices can be posted in the Fees Ledger:
- From the IRIS main menu, Log on to the Fees Ledger.
- The IRIS Fees Ledger will be displayed. Click on Enquiries and then select Client Summary from the drop down menu.
- Type in the client you wish to invoice. For example, A001.
- Click on the billing button.
- The Client Billing Decision screen will be displayed. Place a tick next to Interim
- Ensure that the date and reference of the invoice is as required.
- In the Grid in the centre of the screen, enter the value of the invoice in the bill column next to the required job. For example, invoice £100 for Accounts work by typing 100 in the Accounts Row and Bill column
- Click on the bill now button.
- Select the required Fees period (This will only appear if you have the relevant staff permissions when a period is in reconciliation)
Tip: There is a limit of 30 Interim invoices that can be posted to a client. Once this limit is reached if you post another interim it will automatically be posted as a final invoice and your interim invoices will automatically be finalised.
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