To create an invoice in Planyard, there are two main flows:

  1. Upload file(s) first and then select the proper invoice type

  2. Navigate to invoice creation by context (Planyard pre-fills some data)

Upload file(s) first and then select the proper invoice type

This is the most generic flow to approach creating any document (not only for invoices)

  1. Select the project

  2. Select Files menu
    It might be hidden underneath More

  3. Click on Upload files at the top right corner

  4. Upload the file
    You can either click on Browse files or drag files in the dotted area

  5. Select the invoice files

    1. Click on the row if you only want to use one file (Click on View to open a preview)

    2. Select the necessary files and click on Mapping

  6. Select the correct document type
    In this example, we create other cost

  7. Insert required data (this can be different depending on the document type)
    In this example: Document name, Company, Line-items (unit, quantity, unit price)

  8. Click Submit

  9. Now the invoice has been created

Navigate to invoice creation by context

  1. Contract
    Project > Subcontracts > Click on a contract > click on Related costs tab > click on Approve a new cost
    This will pre-fill document type and company. You need

  2. Progress report
    Project > Progress reports > Click on a Confirmed progress report > click on Related costs tab > click on Approve a new cost button
    This will pre-fill document type, company, progress report, line-items, and invoice file (only if subcontractor submitted an invoice)

  3. Purchase order
    Project > Purchase orders > Click on a purchase order > click on Related costs tab > click on Approve a new cost button
    This will pre-fill document type, company, purchase order, and line-items.

See also: Invoices

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