---
title: "Manage allocations and invoicing rules"
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/index.md
lastmod: 2026-02-19
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/llms.txt


# Manage allocations and invoicing rules

Last modified February 19, 2026



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[View this page](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/)


## In this section


- [About labour and revenue allocation](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/about-labour-and-revenue-allocation/index.md): For information about how to set allocation rules, see: Set allocation rules

- [About allocating transactions](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/about-allocating-transactions/index.md): In the Projects workspace, allocation is the process of distributing amounts to specific accounts, account groups, or both, to recognise expenses and revenues.

- [About project invoicing](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/about-project-invoicing/index.md): To invoice customers for the services provided as a part of a project, you can generate invoices based on the information collected in the Projects module.

- [Create an invoicing rule](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/create-an-invoicing-rule/index.md): Note If you want to edit an existing rule, click in the field to select one.

- [Set allocation rules](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/set-allocation-rules/index.md): Note If there are existing allocation rules, you can click <img src="/media/visma-net-erp/icon-select.jpg" alt="icon-select" loading=“lazy” decoding=“async” to…

- [Start the invoicing process for projects](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/start-the-invoicing-process-for-projects/index.md): Go to the Run project invoicing (PM503000) window. In the Invoice date field, select the date you want to be specified on the invoices. In the Period to post…

- [Run allocations by task](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/run-allocations-by-task/index.md): Go to the Run allocations by tasks (PM502000) window. In the Allocation rule field, select the allocation rule you want to list tasks for. In the Project field,…

- [Run allocations by project](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/run-allocations-by-project/index.md): Go to the Run allocations by project (PM502500) window. In the Allocation rule field, select the allocation rule you want to apply. In the Project field, select…

- [Reverse non-invoiced transactions](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/reverse-non-invoiced-transactions/index.md): Go to the Reverse non-invoiced transactions (PM505000) window. In the top part, you can narrow the range of transactions displayed in the table. If you do not…

- [Reverse allocations for project transactions](https://docs.vismasoftware.no/visma-net-erp/help/project-accounting/manage-allocations-and-invoicing-rules/reverse-allocations-for-project-transactions/index.md): Note You can only reverse allocations with the status Released.
