Helps you invoice your clients efficiently in 3 easy steps

Invoicing in projects a typical scenario

• How much are we going to certify or invoice this month? A typical question raised by management, to project managers at the end of each month.

• The project manager with his team start searching in the payment schedule for items to be certified based on works done, so as to prepare certification/invoice.

• The document gets presented to the client or his representative for negotiation which will end up with an agreed item.

• This whole process happens in spread sheets that travels back and forth between stakeholders. via email.

A Critique of the described manual process

• Data is dispersed and distributed between:– Site staff who knows the progress.– PMO staff who knows the payment schedule values and

policies, but need operational information to be able to determine amounts to be invoiced and documentation to back it up.

• Controls of what was invoiced and when is manual and again based on personal use tool such as spread sheets, and email exchanges.

Step 1: Define Profit Centers or Payment Schedule Items

Under the invoice tab,

click on profit center

PMO configures in wikiprojects payment

items according to project contract.

Step 2: Prepare Invoice

1. Select the invoice header

data

2. Select the profit center/payment

schedule that you will use for invoicing

3. Select from the list of tasks progressed which to invoice and

enter the amount.

4. Items will move from the pending items to the invoice details

Step 3: Reports and Invoice Printing

After a series of negotiation with the

clients and going back and forth between the edit and view invoice

screens

You can export your invoice to excel, print in your

required format, or generate invoice summary reports.

Resources and Inquiries

You can test our invoicing module in our sandbox system at:

http://sandbox.wikiprojects.net/ (user: demo & password: demo)

For any further inquiries, please feel free to contact us at elsherifr@wikiprojects.net