Invoices

Everything you need to know about creating and sending invoices

• Overview of invoicing
• Creating an invoice
• Creating invoices in bulk
• Invoicing using percentage complete
• Approving invoices
• Actioning invoices
• Emailing invoices
• Exporting invoices to your accounting system
• Invoice defaults
• Line item structure and qty x rate on invoices
• Customising the invoice email wording
• Credits and credit notes
• Invoice adjustments on time (write-ups and write-downs)
• Invoice PDF templates
• Invoice with Day Rates

Tips & troubleshooting

• Invoicing tips & tricks
• Common invoice exporting errors
• How to manage intercompany billing