Create a Sale / Invoice from billable(s)

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

There are several tabs that billables are grouped into:

• Incomplete
  
  

• Pending Approval
  
  

• Complete
  
  

• Invoiced designates billables that have already been invoiced
  
  

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 

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
  
  

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

Click ‘Confirm’

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