Create a Sale / Invoice from billable(s)

Created by Matt Reid, Modified on Wed, 20 Apr 2022 at 03:46 AM by Matt Reid

  1. Go to the ‘Billables’ tab, and click ‘All Billables’

  2. There are several tabs that billables are grouped into:

    • Incomplete

    • Pending Approval

    • Complete

    • Invoiced designates billables that have already been invoiced

  3. Any billable must be marked as ‘complete’ before being able to generate into an invoice, so ensure any billables you require to invoice are fully 

  4. Bulk tick the billables you would like to invoice:

    • The system will group billables by the client and create an invoice for each client applicable

    • Project allocated billables may not invoice instantly - please refer to the section on ‘billing a project’ for billing combined task and billables within a project

  5. In the bulk selection box at the bottom of the page, select the ‘Generate Sale’ option

  6. Click ‘Confirm’

  7. A success message is shown, you can click the ‘View Sales’ link to take you to the new Sale / Invoice

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article