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10.3.3 Manage Invoices

Invoices can be created based on how many milestones have been achieved for a study, and how much is to be invoiced. The only achieved milestones that can be invoiced are milestone rules with the Payment Types of “Receivable” and “Invoiceable”.
 
 
 Note:   Any holdback amounts specified in an achieved milestone will listed as a separate invoiceable line item when generating an invoice. Holdbacks are a portion of the payout that is held back and not typically paid out until certain stipulations are met.
 
 
To navigate to the Invoice page:
1.    From the Financial Open Milestone page, select the Invoicing tab.
 
The Invoicing page displays: