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How to create an invoice

Description

Invoices can be created from hours entered thru the application or by free- form entry which you put in the hours manually.

Who can access this page?

Administrators

Location

Menu Invoice

Instructions

Step 1

From the existing invoices page, click the Add Invoice button.

Step 2

Select what client to create the invoice for and what type of hours should be pulled into the invoice. Then click the Next button.

Step 3

A sample invoice is created for you to view and edit. Verify the data and override any data that needs adjusted. When ready, click the Save button. Once saved the time entries you selected will be marked as invoiced and cannot be invoiced again.

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