Excluding phases from joint invoices

While creating a joint invoice for a project with phases in the Create Batch Invoice screen, the entire project structure is combined by itself. How to prevent the projects from combining automatically if only some of the phases are to be joined on the single invoice?

The project phases are combined automatically in the Create Batch Invoice screen because they have the project rule Send as joint invoice set. Remove this rule for all the phases of the project to prevent them from combining automatically for batch billing. Check the Core Help for details. After you remove the rule, the phases appear separately for billing and you can combine only the ones you want, as needed. Check the Core Help for details.

Was this article helpful?
0 out of 0 found this helpful