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Invoiceable items are milestone events that are split into three different sections for ProtocolSubject Milestone, and Pass Thru Items

  1. From the Financials Console, select the Invoiceable Items vertical tab
  2. Based on what was entered in the ParametersProtocol Related, and Subject Related tabs, some information will be entered automatically and only certain events can be edited.
  3. Protocol Items
    1. The Withhold box for the protocol items will be pulled from the Parameters tab but you can change it here if it is incorrect
    2. Check the box in the Select column for all of the events you want to place on the invoice
      1. If the event occurred multiple times, update the value in the Count column
        1. This field will be grayed out if not available - this field is only available if you marked the Protocol Related Item as "Variable" in the Protocol Related tab
        2. Protocol items that are not variable are only available to be invoiced once. Alternatively, if a Protocol item is a variable event the event date it was placed on an invoice will not be listed in OnCore
      2. If the budget has set up triggers for certain events, those will automatically be added to the list along with information in Triggering Event column and in Occurred Date 
        1. If the triggering event is CRA Console, there may be a ? icon in the Triggering Event column to indicate the CRA had comments
        2. To view those comments, hover over the ? icon.
           
    3. If you only need to invoice for protocol related items click the Create Invoice button at the bottom of the screen and you will be brought to the Invoices tab. Otherwise continue to Subject Milestones and Pass Thru Items as applicable
  4. Subject Milestone Items
    1. The Withhold checkbox will be selected if a withholding percentage was entered in the Parameters tab. 
      1. If a withholding is not applicable to a Subject Milestone item(s), uncheck the box
    2. Check the Select box for all the subject milestone items you would like to add to this invoice
    3. If a milestone item that is listed should never be placed on any invoice select the NA checkbox and then click the  Save Changes to Invoiceable Items button on the bottom of the page the same as you would for a Protocol Item
      1. If you later decide you want to view those items select the Show NA? checkbox next to the Refresh button on the upper right of the page
  5. Pass Thru Items
    1. Check the Select? box for all the applicable pass thru items
    2. If a pass thru item listed should not be placed on an invoice, select the NA checkbox and then click the Save Changes to Invoiceable Items button on the bottom of the page
      1. If you later decide you want to view those items select the Show NA? checkbox next to the Refresh button on the upper right
    3. Click the Create Invoice button at the bottom of the page on the right once all invoiceable items have been selected and you will be brought to the Invoices tab
  6. When you create the invoice, you will receive a pop-up notification confirming you want to create an invoice with the designated number of protocol items: