Prerequisites:
Please ensure that the Billing Sheet has been submitted. For reference, see the Invoicing Life Cycle here.
Please ensure that you have the correct permissions to submit a Pricing Sheet. If this option is not available for you, please contact your system administrator
Submitting a Pricing Sheet:
1. Navigate to the "Billing" tab and select "Billing Main"
2. Select "Create Pricing Sheet"
3. Fill in the quantities, prices, taxes, and splits for each billable item on the left-hand side. NOTE: all items here are pulled from the submitted Billing Sheet:
4. Select the "Summary"
5. Ensure the Currency is correct and select "Submit for Approval"
NOTE: If this is a consolidated invoice (an invoice that is meant to consist of multiple pricing sheets), select the "Consolidated Invoice" checkbox prior to submitting the pricing sheet:
6. Once the Pricing Sheet has been submitted, it is ready to be approved. If you do not have the option to approve the Pricing Sheet, please reach out to a colleague with the correct permissions or speak with your system administrator:
After the Pricing Sheet has been approved, the job is ready for an invoice.