Creating Initial Invoice

Clicking the Add Invoice menu option displays the Invoice Schedule of Values screen (depicted below) allowing you to invoice the appropriate work:

This screen represents the schedule of values structure defined for the work order and allows you to enter values into the Amount This Invoice column to specify what work should be invoiced. Depending on the nature of the item specified when the schedule of values was created, you can enter a percentage of work complete, dollars to invoice, or the number of units to invoice. Aspire automatically calculates and displays the retainage that will be withheld from the invoice based on the retainage percent specified on the opportunity.

When you are ready to proceed with the creation of the invoice, you click the Save icon^f and Aspire will display the Set Invoice Date and Amount screen. The default value for the Invoice Date depends on how you navigated to the Invoice Open Billing screen.

• If from Invoicing Assistant, the invoice date defaults to that at the top of the Invoicing Assistant
• If from the Master Schedule of Values screen, the invoice date defaults to the current day

Since the amount has already been determined, the value is filled in and displayed as read-only. Specify the appropriate invoice date^g and click the Save icon^h.

Once you have saved the invoice, Aspire will display the Batch screen, and for the newly created invoice^a

Clicking on an invoice line will display the invoice including the schedule of values: