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I clicked on "Create Invoice" but I don't see the name of the client I want to invoice.

This is either because the invoice was already created, time/expenses have not been entered yet, or the client only has an outstanding balance.

First, click on Invoicing from your blue menu bar and click into Find Invoice. Pull down the Client drop down to choose this client and see if the invoice you are looking for is already created. 

If there are no invoices then check the Work History tab under your project. If there is nothing listed then go ahead and create your work entries, then once finished an invoice can be created.

If you've already invoiced the client and they have an outstanding balance with no unbilled activity then click on Invoicing from your blue menu bar and click Create Statements. From there choose the client in the list and click to generate the statement to show the client their outstanding balance as of that day.

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Comments

  • Avatar
    Bob Meynardie

    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.

  • Avatar
    Jessica Eballar

    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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