Provider Unbilled Tasks

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Finances view > Provider > Unbilled tasks

/FlowFitTMS/#/finance/provider/unbilled-tasks

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Users may: 

·        Create invoices using one or many tasks that are not associated with a purchase order:

o   Can include tasks that are in progress

o   Can include tasks that have already been billed

·        Perform filtered searches

·        The estimated cost related to each task, if one has been determined by FF, will be suggested as the billing amount in the invoice creation window automatically. However it will be editable.

Note: The tasks selected for invoicing must be associated with the same provider.

How to create an invoice from tasks without purchase orders

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Initially pre-filled fields:

·        Estimated cost associated with the task will be shown and can be modified

·        Currency is obtained from the providers rates lists associated with providers

·        Tax is obtained from the provider’s financial details

·        Status is set to ‘Open’ by default

Required fields:

·        Invoice #

·        Date received

After creating the invoice, an email will be sent to the address designated in the New invoice from the provider template.

Unbilled tasks - FlowFit User Documentation - Confluence (atlassian.net)