Confirm a proforma project-based invoice

Applies To: Project Operations Integrated with ERP

After a proforma invoice is confirmed, the status of the project invoice updates to Confirmed. When an invoice is confirmed, it becomes read-only. Going forward, the invoice can only be corrected if there are any customer-initiated corrections or credits.

The following table lists the actuals created by the system. These actuals are created when certain operations are performed on the draft project invoice before it is confirmed.

Scenario	Actuals created on confirmation
Invoicing an advance or retainer	A billed sales actual of type, Retainer is created for the amount on the advance or retainer.
	An unbilled sales actual with a negative amount of the retainer or advance to be used for reconciliation.
After fully reconciling a retainer or advance on an invoice.	An unbilled sales reversal of the retainer or advance that was created for reconciliation. This amount is positive as it's meant to cancel out the negative that was created when the retainer or advance was invoiced.
	A billed sales actual for the amount on this invoice.
After partially reconciling a retainer or advance on an invoice.	An unbilled sales reversal of the retainer or advance that was created for reconciliation. This amount is positive as it's meant to cancel out the negative that was created when the retainer or advance was invoiced.
	A billed sales actual for the amount on this invoice.
	A negative unbilled sales actual of the remaining retainer or advance amount to be used for reconciliation on future invoices.
Invoicing a time transaction without any edits on the draft invoice.	An unbilled sales reversal for the hours and amount on the original time approval.
	A billed sales actual for the hours and amount on the original time approval.
Invoicing a time transaction that was edited to reduce the quantity.	An unbilled sales reversal for the hours and amount on the original time approval.
	A new unbilled sales actual that is chargeable for the hours and amount on the edited invoice line detail, a reversal of the sales actual, and an equivalent billed sales actual.
	A new unbilled sales actual that is non-chargeable for the remaining hours and amount after deducting the corrected figures on the edited invoice line detail, a reversal of the sales actual, and an equivalent billed sales actual.
Invoicing a time transaction that was edited to increase the quantity.	An unbilled sales reversal for the hours and amount on the original time approval.
	A new unbilled sales actual that is chargeable for the hours and amount on the edited invoice line detail, a reversal of the unbilled sales actual, and an equivalent billed sales actual.
Invoicing an expense transaction without any edits on the draft invoice.	An unbilled sales reversal for the quantity and amount on the original expense approval.
	A billed sales actual for the quantity and amount on the original expense approval.
Invoicing an expense transaction that was edited to reduce the quantity.	An unbilled sales reversal for the quantity and amount on the original expense approval.
	A new unbilled sales actual that is chargeable for the quantity and amount on the edited invoice line detail, a reversal of the unbilled sales actual, and an equivalent billed sales actual.
	A new unbilled sales actual that is non-chargeable for the remaining quantity and amount after deducting the corrected figures on the edited invoice line detail, a reversal of the unbilled sales actual, and an equivalent billed sales actual.
Invoicing an expense transaction that was edited to increase the quantity.	An unbilled sales reversal for the quantity and amount on the original expense approval.
	A new unbilled sales actual that is chargeable for quantity and amount on the edited invoice line detail, a reversal of the unbilled sales actual, and an equivalent billed sales actual.
Invoicing a material transaction without any edits on the draft invoice.	An unbilled sales reversal for the quantity and amount on the original material usage approval.
	A billed sales actual for the quantity and amount on the original material usage approval.
Invoicing a material transaction that was edited to reduce the quantity.	An unbilled sales reversal for the quantity and amount on the original time approval.
	A new unbilled sales actual that is chargeable for the quantity and amount on the edited invoice line detail, a reversal of the unbilled sales actual, and an equivalent billed sales actual.
	A new unbilled sales actual that is non-chargeable for the remaining quantity and amount after deducting the corrected figures on the edited invoice line detail, a reversal of the unbilled sales actual, and an equivalent billed sales actual.
Invoicing a material transaction that was edited to increase the quantity.	An unbilled sales reversal for the quantity and amount on the original material usage approval.
	A new unbilled sales actual that is chargeable for the quantity and amount on the edited invoice line detail, a reversal of the unbilled sales actual, and an equivalent billed sales actual.
Invoicing a fee.	An unbilled sales reversal for the fee amount on the original journal line.
	A billed sales actual for the quantity and amount on the original fee journal line.
Invoicing a milestone.	A billed sales actual for the milestone amount on the original milestone on the project contract line.