If you've clicked the "Create Invoice" button but your Client/Project isn't displaying, one of the following scenarios is true:
- An Invoice was already created for the Client/Project
- No time or expense entries have been entered yet
- There are no unbilled time or expense entries and the client only has an outstanding balance
- Bill at Project Closing has been set in the "Payment Due Upon" filter for the Project/Matter
To see if an Invoice has already been created, follow these steps:
- Click on Invoicing from your gray menu bar
- Click Show Filters.
- Change the Type filter to All
- Pull down the Client drop down to choose this client
- This will show you all Invoice created for your Client
If there are no Invoices, then follow the steps below to see if if your Project/Matter has time or expense entries:
- Click the Project/Matter tab in the gray bar
- Select your Client
- From the General tab, check the Work History at the bottom for Time Entries
- Click the Expense tab under the Project/Matter to see if there are any Expenses
If there is nothing listed at the bottom, then you will want to and create your time and/or expense entries, and once finished an invoice can be created.
If the Client has already been invoiced and has an outstanding balance, but no unbilled activity then you would provide a Statement to give to your Client.
Please click here for the steps on creating Statements.
To see if your Project/Matter is set to Bill at Project/Matter Closing please click here.
Comments
2 comments
I do not understand why I cannot create a reminder invoice when there is no unfilled time. I do not want to send my client a statement of all past invoices and payments. I want a simple statement that says you owe XXX.
Good point, Bob. I can imagine how that would be a more simple document to send to the client.
Perhaps with a statement, you are pro-actively giving the client a history of past invoices and payments that would explain the balance they owe you. It could possibly make it easier for the client to pay you the balance. They may not remember all the payments they sent to you in the past, and may have thought they already paid you in full. Once they see the history, they can see how everything progressed to the current balance. It would also reflect the honesty and integrity of your company! :)
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