To generate an invoice you should add the details in the below fields


Project


  1. Bill Rate
  2. Project Hourly Rate,

Or


TT User

  1. Hourly Loaded Cost
  2. Hourly Billing Rate


The rate in Project or on TT User is compulsory for generating the invoice.

  • If the rate is added for the Project, and not for TT User. Then the invoice will pick the rate from the Project and generate the Invoice.
  • If the rate is added in the TT User object and not on the Project. Then the invoice will pick the user rate and apply it while generating the invoice.


Note:

  • The invoice will not be generated if the rate is not added for the Project or TT User.
  • The invoice will not be generated even if the rate is added in the TT Details directly in Salesforce after the scheduler has been executed.