The last step before you start the workflow is adding a receivable to a project. You will use receivables to charge the client for each task and, if required, include or remove discounts or surcharges. In the Receivable tab,you can override the minimum charge defined in the client's price profile and use the task's lower total value instead. Note that the financial details provided in the receivable will be transferred into the invoice document when it comes to closing a project. To add a receivable for your client, perform the following steps:
Go to the Task tab in the left-hand side menu.
Click on the desired task.
Go to the Receivables tab on the right.
Click the Add Receivable button. To learn how to add receivables, see the Add a receivable and Use CAT analyses to define payables and receivables | Add a CAT receivable (Classic) guides.
The newly created receivable appears in the Receivables table. Hover over it to display the Receivable Display Panel below.
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At least one receivable should be added per project. |