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.
