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:
- Click on[Billing]in left hand side menu.
- Click on[Invoice Management].
- Click on[Add]button to add new Invoice.
- Select the[Client Name]from the list (to whom you want to make the invoice).
- 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.
- Enter the date range in[Billing Cycle Start Date]and[Billing Cycle End Date](period to be billed).
- Click on the[Populate Un-billed Records]to populate all un-billed time and expense entries in invoice for the given date range.
- Click on[Update]button to update the record.
- 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.
- In[Time Expense Invoice List], click on[Edit]link of record which you want to modify.
- Update your required modification in[Invoice information]form.
- Click on[Update]to update this record.
- In[Time Expense Invoice List], click on[Delete]link of record which you want to delete.
- Click on[Yes]on delete confirmation dialog.
- Click on[Print]link to print your invoice. Invoice can be exported to PDF or XLS on print page using export option available.
- 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.
- Navigate to[Invoice Management].
- Click on[Edit]link of record which you want to modify.
- Click on[Update Time Entry and Expense Entry Records As Billed]to make all time & expense entries ”Billed”.
- [Billed]status of time entry records and expense entry records can be changed from[Billing]–>[Time Billing Worksheet]and[Billing]–>[Expense Entry Worksheet].