Billing managers can create invoices and can also check the previous records of the invoice by navigating to [Billing] —> [Invoice Management] menu on the left side menu.

Adding New Invoice:

To add new invoice:

  1. Click on [Billing] in top menu.

  1. Click on [Invoice Management].
  1. Click on [Add] button to add new Invoice.
  1. Click on [Generate Invoice] button.
  1. In the Invoice Information screen that appears, select:
    1. Select the [Client Name] from the list (to whom you want to make the invoice).
    2. In order to create invoice for a single project, select [Project] from the list. Keep it as “All” if you want to create invoice for all projects for a client.
    3. Enter the date range in [Billing Cycle Start Date] and [Billing Cycle End Date] (period to be billed).
    4. Click on the [Populate Un-billed Records] to populate all un-billed time and expense entries in invoice for the given date range.
    5. Click on [Update] button to update the record.
    6. Click on [Update Time Entry and Expense Entry as Billed] once you finished creating your invoice. This will update all time and expense entries as “Billed” in database in order to avoid duplicate invoicing of same data.

Editing Invoice:

  1. In [Time Expense Invoice List], click on [Edit] link of record which you want to modify.
  2. Update your required modification in [Invoice information] form.
  3. Click on [Update] to update this record.

Deleting Invoice:

  1. In [Time Expense Invoice List], click on [Delete] link of record which you want to delete.
  2. Click on [Yes] on delete confirmation dialog.

Printing Invoice:

  1. Click on [Print] link to print your invoice. Invoice can be exported to PDF or XLS on print page using export option available.
  2. Invoice use company logo which is uploaded in [Admin Options] —> [Preferences].

Updating Time and Expense Records as Billed:

  1. At the end of finalizing the invoice, you need to mark ”Billed” for the time & expense records included in the current invoice to prevent double invoicing of already billed entries.
  2. Navigate to [Invoice Management].
  3. Click on [Edit] link of record which you want to modify.
  4. Click on [Update Time Entry and Expense Entry Records As Billed] to make all time & expense entries ”Billed”.
  5. [Billed] status of time entry records and expense entry records can be changed from [Billing] — [Time Billing Worksheet] and [Billing] —>
    [Expense Entry Worksheet]
    .