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Percent Spent Invoice Method - Not able to generating Invoices — Cloud Customer Connect
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Percent Spent Invoice Method - Not able to generating Invoices

Received Response
edited Jul 29, 2021 9:17AM in Project Management 1 comment


Percent Spent Invoice Method - Not generating Invoices


Hi Team,

I'm not able to generate any invoices when  i'm using Bill plan as " Percent Spent Invoice" Method . Generate invoices process was succesful ,but out put  is not showing any succesful  invoices.

Could  you please help in resolution.


Steps Followed  Percentage Spent Invoice  Generation :

1 . Created  Project (Status Active)

2. Created Budget (Cost Only Budget) & Baselined

3. Created Contract

6. Associated the Project & Task to the Contract

4.Ctreated and Assigned  Bill Plan  : Percentage Spent

5. Created & Assigned Revenue Plan : Amount Based

4. Selected the Financial Plan : Cost only Budget at “Manage Billing Extension” Task (for Percentage Spent Method) ,which is used in Budgets.

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