Create Invoice or Invoice Batch

To create a single invoice, please see the instructions below. 

1. Click Invoicing in the Navigation bar.
2. Click the blue Create Invoice button.
3. First, choose your date range if needed. The date fields are located at the top right. Please Note: The Start Date is not chosen by default. The system will pull all unbilled activity since inception of your client/project, unless a Start Date is chosen to establish the beginning of the billing cycle.
4. Check the boxes to the left of to your clients/projects you would like to invoice.
5. Click Save.
6. You will now have a Pre-Bill (or Batch screen if you selected more than one client or project). From the Pre-Bill you can edit the entries as needed and make any further adjustments or changes.
7. When you are satisfied with the invoice, click the Finalize button.

Once an invoice is Finalized, it is ready for printing, saving, or e-mailing. If you find that you need to make further changes to the invoice, click the Unfinalize button to bring it back to a Pre-Bill status for editing.