The details on the objects related to the Invoice


  • Accounts: The invoice will be billed to an Account, and this is the important object linked to the Invoice.
    • The Account Name, and address fields are linked with the Invoice.
  • Contact: Each account will have a contact linked to it. And the invoice will be emailed to the same Contact. We can also have multiple contacts related to an Account to whom the invoice will be sent.
    • Invoice contact name and Contact Email are the fields used from the Contact object in the Invoice.
  • Projects: The Project is important in invoicing, as the same Account can have multiple Projects. Adding the Project details, it makes for the finance department easy to identify which Project the invoice belongs to.
    • Project field is used in the Invoice from the Project object.
  • TT Material: You can select the Materials used in the Project from the TT Material object.
    • The Material field is used from the TT Materials object in the Invoicing object.
  • TimeTracker Flag: This object is used to add the taxes in your org for the materials, services provided, etc., that can be billed.
    • There are 10 default Flags in the PK4 TimeTracker, you can create new ones if required.
  • Collection: The collection object is used to enter the details of the amount collected towards the invoice.
    • By adding the collection details you will know how much amount is collected against each invoice and also the balance.