When you have selected a project, the customer to be invoiced defaults to this field from the Manage Project Billing Information screen.

You can override this field by entering, or clicking to select, a different customer. A customer is required for all project invoices. The field to the right displays the customer name.

Select the status of the invoice. A status of SELECTED indicates that this invoice is selected for posting when invoices are posted on the Post Milestone Percent Complete Bills screen. Unselected invoices are not posted.

Using the drop-down list, select the terms of the invoice. The terms displayed are initialized on the Manage Customer Terms screen. The terms selected determine the due date of the invoice.

Using the drop-down list, select either TOTAL or LINE ITEM as the type of retainage for this invoice. If you use LINE ITEM retainage, you can accommodate different retainage percentages at each line item/phase.

This field displays the transaction currency of the invoice. You can change the transaction currency of the invoice on the Exchange Rates subtask.

The transaction currency that was selected in the Project Billing Information screen automatically displays, but you can change the currency on the Exchange Rates subtask.

The customer's purchase order number, if any, defaults to this field from the Details tab of the Manage Project User Flow screen, but you can modify it.

Enter the company-wide invoice number for this invoice. If you leave this column blank, Costpoint assigns the invoice number when you save the screen.

Click this button to recalculate the retainage values in the table window when the retainage is changed.

Enter the invoice date or allow the system date to default into this column.

Enter the due date or allow the system date to default into this column.

Use this field to attach a file to your milestone/percent complete bill. You can use this feature to attach a copy of this bill, the section of the contract that defines the billing requirements, documentation for the bill such as timesheets or vouchers, or other information regarding contract funding. You should attach documents before you post the bills.

Enter the location of the file that you want to attach to your bill. You can also click the Browse for file button to the right of this field to open a dialog and navigate your network to locate the file that you want to attach to your bill.

Use the Open file button to view the attached file. The system displays an error message if no document location has been entered.