Manage Invoices

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 left hand side menu.
2. Click on[Invoice Management].
3. Click on[Add]button to add new Invoice.
4. Select the[Client Name]from the list (to whom you want to make the invoice).
5. 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.
6. Enter the date range in[Billing Cycle Start Date]and[Billing Cycle End Date](period to be billed).
7. Click on the[Populate Un-billed Records]to populate all un-billed time and expense entries in invoice for the given date range.
8. Click on[Update]button to update the record.
9. 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:

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.

1. Navigate to[Invoice Management].
2. Click on[Edit]link of record which you want to modify.
3. Click on[Update Time Entry and Expense Entry Records As Billed]to make all time & expense entries ”Billed”.
4. [Billed]status of time entry records and expense entry records can be changed from[Billing]–>[Time Billing Worksheet]and[Billing]–>[Expense Entry Worksheet].