Project Views allow filtering and selecting different views within a Project.
The most usual views are "To Invoice/Invoiced", "Quotes", "Confirmed Bookings" and "Preliminary Bookings".
The configuration of a Project View for invoicing in the Server Setup > Projects tab is essential.
Here you will define which Source is to be invoiced (e.g. Bookings, Services, and Media Orders), and what Category (e.g. Suites/Workstations, Services, and Materials, if your prices are not set on Users or Resources).
Finally, your invoice view needs to be selected under the "Final / Container View" option, as the Invoice Creator will point to this view when generating invoices.
This is your default invoice configuration. But it is possible to modify what is to be invoiced per Project. For example when you want to invoice what has been quoted or budgeted.
In the Edit Project window, click on the Eye icon and select Show View Filters, which opens up at the bottom of the window.
Select your invoice view (e.g. "To invoice / Invoiced"), click on the padlock icon to unlock the view, and choose the options that are to be included in the invoice for this Project.
In the two examples below, the approved quote is to be invoiced.
If you use Virtual Bookings for your quotes:
If you use the Budgeting module for your quotes/budgets:
