Project Invoicing vs Job Invoicing

[Millertime086]

Hello, 

We are trying to navigate the project screen, we see the option for invoicing through the screen and than the option of course to invoice in the job. Does anyone have feedback on which option is the best way or if it even matters since the invoice from the job is added to the project screen anyway. 

Thanks guys! 

[khughesc]

Just keep in mind that when you send out statements that each job invoice is listed on the statement rather than a single project invoice.  This has thrown a wrench in the works with multiple customers when they receive a statement from us.  Granted, the project number is listed on the statement but most of the customers don't pay attention to that and they don't connect the invoice they received previously with the 6 invoices on their statement......

[RandiThompson]

In our workflow, our jobs (within a project) do not have a total/balance on them so all billable amounts are invoiced on the project level and zero balance invoice do not show on the statement. The statement shows the invoice number (which holds the balance) as the project billing invoice number and the section that says "project invoice #" is actually just the project number. 

[RandiThompson · Accepted solution]

If you do progress billing you will want to use project billing. If you invoice on the job its not "due" until the job is completed.