Invoices

Everything you need to know about completing and managing your invoice process

• Overview of invoicing

Creating invoices

• Creating an invoice
• Creating invoices in bulk
• Invoice with Day Rates
• Invoicing using percentage complete
• Invoice adjustments on time (write-ups and write-downs)
• Line item structure and qty x rate on invoices
• Credits and credit notes

Managing invoices

• Actioning invoices
• Approving invoices
• Invoice defaults
• Emailing invoices
• Exporting invoices to your accounting system

Tips & troubleshooting

• Invoicing tips & tricks
• Common invoice exporting errors
• How to manage intercompany billing
• Emails aren’t being received