The project invoice is created in the "Select Projects for Billing" screen. Once you have selected a project number TRX will fill in all items that have been issued to the project (shipped via pick ticket or received via drop shipped PO) and are eligible to be billed. By default the invoice date is filled in as the current date but that can be changed if needed.
The quantity, unit price, extended price, and taxable status are derived from the project shipping records. Because of this it is important that any changes which would affect the sell price that need to be made after the item has been shipped should be made through change orders never directly in the material plan.
You are able to change the taxable status of any/all line items if needed and you are also able to change the main tax authority. If you do choose to change the tax authority, press the "Recalc Tax" button after you do to ensure all tax is recalculated correctly.
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The Select/Deselect button brings you to a new view where you can choose to include/exclude shipments from the invoice. Any billable expenses will be shown here as well. Unchecking the "Invoice" checkbox will remove the selected item from the invoice. Press the "Return" button to go back to the main invoicing view.
Note: We allow invoicing of non-stock project materials that are not on a purchase order. They will be selected by default when creating the project invoice. You can remove them if you do not wish to invoice (or you intend on placing on a purchase order later) by clicking the 'Select/Deselect' button. 
When you are finished, press the lightning bolt button on the toolbar to create the invoice. TRX will print the invoice after it is created.
