Invoicing -- but the pricing is not coming out correctly

Modified on: 2017-04-20 13:35:21 -0400


If you find yourself making an invoice, but see that the pricing is not coming out correctly, try the following troubleshooting solutions:

  1. Check to make sure that the item had not been invoiced previously.  Go to Specs -- Edit the item -- go to the Status tab and check to see if an invoice has been created yet. If an Invoice has already been created you will need to decide if it should really be invoiced again, and if so then you will need to override the price and change it to the desired price for a second invoice amount.To override the price, go to the New Invoice window, highlight the item and choose the override button.  Check the override box at the top left and then type in the price to Invoice. Choose OK, then tag the item to be invoiced.
  2. Check to make sure that the specification itself has the correct pricing. -- Edit the item and its components in Project/Specs and put in the correct pricing.
  3. Make sure the item is NOT in Override -- On the New Invoice Screen check to see if there is a red check in the Override box.
  4.  Check your Project Invoice Default Pricing Style: Edit the Project - Go to the Defaults tab ? choose Advanced -- Invoice tab -- There are 3 Styles for Invoicing each item Type.  Always Proposal - this means that whatever you have entered in the Estimated pricing for the item spec will be the price invoiced to the client.  Always Actual -- this is the Actual Cost plus any mark up that you enter when you receive the Vendor Invoice - if you choose this style and you have NOT entered a vendor invoice -- then the item will invoice for $0. -- Automatic -- This style will choose the highest price of the two before mentioned styles.  If you propose something to be priced higher than your actual cost plus mark-up ends up being, then DM will price the item according to the Proposed Price and vice versa if the cost ends up being higher than expected, the item will be invoiced as the actual cost plus mark-up pricing



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