Project invoices

Context 1:

EK FRANCE plans to launch its website.

The launch stages are as follows:

11/11/2024: Definition of website content

11/30/2024: Content writing and integration

12/31/2024: Website testing to verify correct functioning

Invoicing will be based on actual costs.

Context 2:

AMB & ST plans to build new premises.

The construction stages are as follows:

11/11/2024: Drawing up the plans

15/12/2024: Purchasing materials and starting work

16/01/2025: Completing the structural work

Invoices will be issued at the end of each stage.

Context 3:

Bouyrie Italia plans to develop the Test.com website.

The project will begin on November 4, 2024, and end on December 29, 2024, with three key stages on the following dates:

November 4, 2024: Brainstorming

November 30, 2024: Counting

December 28, 2024: Practice

Invoicing will be carried out at each stage of the project.

Implementation in Simax

Invoicing on situation

First, you need to start by creating the project by going to Project > Projects and [[New]].

Let us choose “On situation” invoicing.

To create a situation, click Project > Situations, then [[New]] at the bottom of the list of situations.

Next, you need to create a situation and save it without invoicing.

To access the list of situations, go to Project > Projects, enter the project, then [Invoice] and click on [[situation history]]. You can then select and invoices each one individually at the desired time.

You can then select and invoice them individually at the desired time.

Invoicing at real

First, let's start by creating the project following the same steps as before, with the invoicing mode set to “At real.”

Next, let's continue with “Time Entry” by going to Project > Enter My own Time.

Since we have completed the first task, we will enter the corresponding hours.

And let's validate it.

An invoice line containing the project task information is then created in the list of invoice lines. It can be viewed in Sales > Invoicing > Lines to Invoice, then [[Invoice]] the invoice line if necessary.

Invoicing at due date

Start by creating the project by going to Project > Projects and [[New]].

When creating the project, you must create the three project tasks.

Then select “on due date” as the invoicing method.

And [[Save]].

After creating the project, we proceed to create the project deadlines by clicking on Sales > Invoicing > Project Deadlines, then [[New]].

And [[Save]].

To convert a project milestone into an invoice, go to Sales > Invoicing > Project deadlines.

We modify a deadline and check |Step validated| and [[Save]].

A line to be invoiced containing the project due date information is then created in the list of lines to be invoiced. It can be viewed in Sales > Invoicing > Line to invoice, then [[Invoice]] the line to be invoiced if necessary.